Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Emerging Mk (DFEM)

DFEM Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q2 2023. 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
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
5.96M
+ 96.29%
$137M - $148M
12.1M $319M
Aug 02, 2023 Q2 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
866K
New
$19.9M - $21.5M
866K $22.8M
Jul 17, 2023 Q2 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
650K
New
$15M - $16.1M
650K $17.1M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
404K
+ 11.19%
$9.3M - $10M
4.02M $106M
Jun 06, 2024 Q2 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
345K
+ 41.1%
$7.95M - $8.57M
1.19M $31.1M
Sep 28, 2023 Q2 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
257K
New
$5.91M - $6.37M
257K $6.74M
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
243K
+ 50.49%
$5.59M - $6.03M
724K $19M
Jul 24, 2023 Q2 2023
Carlson Capital Management

BUY
 -
224K
+ 11.27%
$5.15M - $5.56M
2.21M $58.1M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
221K
+ 120.03%
$5.08M - $5.48M
405K $10.6M
Jul 17, 2023 Q2 2023
Heritage Investment Group, Inc.

BUY
 -
205K
New
$4.71M - $5.08M
205K $5.38M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
178K
+ 464.25%
$4.08M - $4.41M
216K $5.67M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
176K
+ 10.29%
$4.05M - $4.37M
1.89M $49.6M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
172K
+ 197.67%
$3.96M - $4.27M
259K $6.81M
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
171K
+ 6.84%
$3.94M - $4.25M
2.68M $70.3M
Aug 11, 2023 Q2 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
157K
+ 13.19%
$3.61M - $3.89M
1.35M $35.4M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
141K
+ 42.87%
$3.24M - $3.5M
470K $12.3M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
135K
+ 4.24%
$3.11M - $3.36M
3.33M $87.4M
Jul 13, 2023 Q2 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
131K
+ 133.79%
$3.01M - $3.25M
229K $6M
Jul 26, 2023 Q2 2023
Oakwell Private Wealth Management, LLC

BUY
 -
128K
+ 22.17%
$2.95M - $3.19M
708K $18.6M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
127K
+ 39.53%
$2.92M - $3.15M
449K $11.8M
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
127K
+ 8.47%
$2.91M - $3.14M
1.62M $42.6M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
126K
+ 20.19%
$2.89M - $3.12M
748K $19.6M
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
126K
+ 23.21%
$2.89M - $3.12M
666K $17.5M
Jul 31, 2023 Q2 2023
Total Wealth Planning, LLC

BUY
 -
125K
+ 15.48%
$2.87M - $3.1M
932K $24.5M
Aug 10, 2023 Q2 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
109K
+ 52.02%
$2.5M - $2.69M
317K $8.33M
Jul 14, 2023 Q2 2023
Vera Bank, N.A.

BUY
 -
98.1K
+ 501.36%
$2.26M - $2.43M
118K $3.09M
Jul 31, 2023 Q2 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
87.9K
+ 8.05%
$2.02M - $2.18M
1.18M $31M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
79.8K
+ 59.63%
$1.83M - $1.98M
214K $5.61M
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
70.1K
+ 7.36%
$1.61M - $1.74M
1.02M $26.8M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
69.6K
+ 119.84%
$1.6M - $1.73M
128K $3.35M
Jun 25, 2024 Q2 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
63K
+ 28.57%
$1.45M - $1.56M
283K $7.44M
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
61.8K
+ 25.22%
$1.42M - $1.53M
307K $8.06M
Jul 20, 2023 Q2 2023
Kooman & Associates

Altoona, PA
BUY
 -
59.1K
+ 8.89%
$1.36M - $1.47M
724K $19M
Nov 03, 2023 Q2 2023
Kooman & Associates

Altoona, PA
BUY
 -
59.1K
+ 8.89%
$1.36M - $1.47M
724K $19M
Jul 14, 2023 Q2 2023
Enzi Wealth

Austin, TX
BUY
 -
55.6K
New
$1.28M - $1.38M
55.6K $1.46M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
51.5K
+ 15.72%
$1.18M - $1.28M
379K $9.96M
Jul 26, 2023 Q2 2023
Sageworth Trust CO

BUY
 -
51K
+ 143.82%
$1.17M - $1.27M
86.5K $2.27M
Sep 13, 2023 Q2 2023
Awm Capital, LLC

BUY
 -
49.2K
+ 5.46%
$1.13M - $1.22M
950K $24.9M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
48.7K
+ 105.98%
$1.12M - $1.21M
94.7K $2.49M
Aug 08, 2023 Q2 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
47.7K
+ 6.86%
$1.1M - $1.18M
744K $19.5M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
46.5K
+ 40.42%
$1.07M - $1.15M
161K $4.24M
Aug 03, 2023 Q2 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
44.9K
+ 26.99%
$1.03M - $1.11M
211K $5.55M
Aug 14, 2023 Q2 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
42.8K
New
$984K - $1.06M
42.8K $1.12M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
41K
+ 33.88%
$944K - $1.02M
162K $4.26M
Jul 28, 2023 Q2 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
35.7K
+ 9.35%
$821K - $886K
417K $11M
Aug 04, 2023 Q2 2023
Steward Financial Group LLC

BUY
 -
35.1K
+ 8.91%
$806K - $870K
429K $11.3M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
34.8K
+ 424.71%
$800K - $863K
43K $1.13M
Aug 14, 2023 Q2 2023
Jentner Corp

BUY
 -
32.8K
+ 76.29%
$755K - $815K
75.9K $1.99M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
30.5K
+ 78.45%
$701K - $757K
69.3K $1.82M

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