Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.92K- 1.67% |
$69K - $74.9K
|
172K
$4.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.07K- 2.19% |
$72.4K - $78.6K
|
137K
$3.72M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.5K- 16.28% |
$82.6K - $89.7K
|
18K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.65K- 12.34% |
$86.1K - $93.5K
|
25.9K
$704K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-4.12K- 21.18% |
$97.3K - $106K
|
15.3K
$417K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.86K- 16.99% |
$138K - $150K
|
28.6K
$779K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-6.41K- 1.34% |
$151K - $164K
|
472K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.47K- 26.5% |
$153K - $166K
|
17.9K
$488K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-6.63K- 5.59% |
$157K - $170K
|
112K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.36K- 5.98% |
$174K - $189K
|
116K
$3.14M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-9.7K- 7.8% |
$229K - $249K
|
115K
$3.12M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.1K- 2.04% |
$237K - $258K
|
483K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-12.2K- 4.83% |
$288K - $312K
|
240K
$6.53M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 45.13% |
$356K - $387K
|
18.3K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.3K- 3.12% |
$407K - $442K
|
535K
$14.6M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-18.8K- 48.55% |
$445K - $483K
|
20K
$543K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.2K- 12.24% |
$477K - $518K
|
145K
$3.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-21.7K- 9.25% |
$513K - $557K
|
213K
$5.8M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-23.9K- 39.22% |
$565K - $613K
|
37K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23.9K- 17.19% |
$565K - $613K
|
115K
$3.13M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.7K- 63.16% |
$702K - $762K
|
17.3K
$472K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-64.6K- 54.47% |
$1.53M - $1.66M
|
54K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-85.7K- 43.04% |
$2.03M - $2.2M
|
113K
$3.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-86.2K- 7.61% |
$2.04M - $2.21M
|
1.05M
$28.4M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-97.3K- 55.28% |
$2.3M - $2.49M
|
78.7K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-117K- 2.92% |
$2.76M - $3M
|
3.89M
$106M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-140K- 17.96% |
$3.3M - $3.58M
|
638K
$17.3M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-175K- 81.12% |
$4.12M - $4.48M
|
40.6K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-324K- 96.1% |
$7.65M - $8.3M
|
13.1K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-656K- 94.33% |
$15.5M - $16.8M
|
39.4K
$1.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-918K- 32.05% |
$21.7M - $23.5M
|
1.95M
$53M
|