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 19, 2023 Q2 2023
Krilogy Financial LLC

BUY
 -
30K
+ 23.31%
$690K - $745K
159K $4.17M
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
29.6K
New
$681K - $735K
29.6K $778K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
29.4K
+ 172.77%
$676K - $729K
46.4K $1.22M
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
29.2K
+ 10.59%
$671K - $725K
305K $8.01M
Jul 12, 2023 Q2 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
28.7K
+ 25.95%
$660K - $713K
139K $3.66M
Jul 28, 2023 Q2 2023
Advisory Services & Investments, LLC

BUY
 -
27.9K
+ 8.99%
$642K - $693K
338K $8.89M
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
27.2K
New
$624K - $674K
27.2K $713K
Aug 11, 2023 Q2 2023
Monograph Wealth Advisors, LLC

BUY
 -
26.7K
+ 6.22%
$613K - $662K
456K $12M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
25.9K
+ 70.81%
$595K - $643K
62.4K $1.64M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
25.9K
New
$595K - $642K
25.9K $679K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
24.4K
+ 9.63%
$560K - $605K
277K $7.28M
Jul 24, 2023 Q2 2023
Evensky & Katz LLC

BUY
 -
24.3K
+ 1.19%
$559K - $603K
2.06M $54.1M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
23.9K
+ 25.56%
$550K - $593K
117K $3.08M
Jul 18, 2023 Q2 2023
Pinnacle Financial Group, LLC

BUY
 -
23.4K
+ 5.75%
$539K - $581K
431K $11.3M
Jul 03, 2024 Q2 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
22.8K
+ 15.97%
$524K - $565K
165K $4.34M
Jul 18, 2023 Q2 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
22.4K
+ 133.16%
$515K - $556K
39.2K $1.03M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
21.8K
+ 74.8%
$500K - $540K
50.8K $1.33M
Jul 25, 2023 Q2 2023
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
21.4K
+ 8.13%
$492K - $531K
284K $7.47M
Aug 02, 2023 Q2 2023
Wealthstream Advisors, Inc.

BUY
 -
21.3K
+ 3.62%
$490K - $529K
610K $16M
Jul 21, 2023 Q2 2023
Stordahl Capital Management, Inc.

BUY
 -
20.9K
+ 3.79%
$482K - $520K
574K $15.1M
Jul 14, 2023 Q2 2023
Bcr Wealth Strategies, LLC

BUY
 -
20.3K
+ 7.1%
$467K - $504K
307K $8.05M
Aug 14, 2023 Q2 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
20.3K
+ 13.66%
$467K - $504K
169K $4.43M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
19.1K
New
$440K - $475K
19.1K $503K
Jul 20, 2023 Q2 2023
Planning Center, Inc.

BUY
 -
18.9K
+ 4.55%
$434K - $469K
434K $11.4M
Jul 27, 2023 Q2 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
18.8K
+ 18.01%
$433K - $467K
123K $3.24M
Aug 07, 2023 Q2 2023
Lutz Financial Services LLC

BUY
 -
18.8K
+ 24.81%
$432K - $467K
94.6K $2.48M
Jul 14, 2023 Q2 2023
Shore Point Advisors, LLC

BUY
 -
17.9K
New
$413K - $445K
17.9K $471K
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
16.9K
New
$389K - $419K
16.9K $444K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
16.1K
New
$370K - $399K
16.1K $422K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
15.4K
+ 13.66%
$355K - $383K
128K $3.37M
Jul 25, 2023 Q2 2023
Straight Path Wealth Management

BUY
 -
15.4K
+ 9.64%
$354K - $382K
175K $4.6M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
14.6K
+ 58.7%
$336K - $362K
39.5K $1.04M
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
14.1K
+ 437.94%
$324K - $350K
17.3K $455K
Aug 08, 2023 Q2 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
13.7K
New
$316K - $341K
13.7K $361K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
13.1K
+ 8.45%
$300K - $324K
167K $4.4M
May 28, 2024 Q2 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
12.8K
+ 9.1%
$295K - $319K
154K $4.04M
Sep 25, 2024 Q2 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
12.8K
+ 12.28%
$295K - $318K
117K $3.08M
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

BUY
 -
12.7K
New
$291K - $314K
12.7K $332K
Jul 31, 2023 Q2 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
12.5K
+ 9.73%
$287K - $310K
141K $3.7M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
11.9K
New
$274K - $295K
11.9K $313K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
11.4K
+ 2.35%
$262K - $283K
497K $13M
Jul 24, 2023 Q2 2023
Kaye Capital Management

El Segundo, CA
BUY
 -
10.2K
New
$235K - $254K
10.2K $268K
Jul 12, 2023 Q2 2023
Asset Planning Corporation

BUY
 -
10.2K
New
$234K - $252K
10.2K $267K
Jul 28, 2023 Q2 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
9.81K
+ 4.47%
$226K - $243K
229K $6.02M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
9.36K
New
$215K - $232K
9.36K $246K
Jul 20, 2023 Q2 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
9.35K
+ 2.89%
$215K - $232K
333K $8.74M
Jul 26, 2023 Q2 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
9.17K
+ 8.47%
$211K - $228K
117K $3.08M
Aug 07, 2023 Q2 2023
Bfsg, LLC

BUY
 -
9.08K
+ 2.05%
$209K - $225K
451K $11.8M
Aug 11, 2023 Q2 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
9.02K
+ 54.43%
$207K - $224K
25.6K $672K

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