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 27, 2023 Q2 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
8.73K
New
$201K - $217K
8.73K $229K
Jul 18, 2023 Q2 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
8.68K
+ 14.33%
$200K - $215K
69.3K $1.82M
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
8.3K
+ 3.52%
$191K - $206K
244K $6.41M
Oct 17, 2023 Q2 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
8.16K
+ 14.09%
$188K - $203K
66.1K $1.74M
Jul 18, 2023 Q2 2023
Gradient Capital Advisors, LLC

BUY
 -
7.92K
+ 5.71%
$182K - $196K
147K $3.85M
Jul 13, 2023 Q2 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
7.69K
+ 16.38%
$177K - $191K
54.6K $1.44M
Sep 26, 2023 Q2 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
7.26K
New
$167K - $180K
7.26K $191K
Jul 14, 2023 Q2 2023
Applied Capital LLC

BUY
 -
6.9K
+ 10.59%
$159K - $171K
72K $1.89M
Jul 17, 2023 Q2 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
6.52K
+ 3.18%
$150K - $162K
212K $5.56M
Jul 13, 2023 Q2 2023
Waypoint Capital Advisors, LLC

BUY
 -
6.39K
+ 28.29%
$147K - $159K
29K $761K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
5.14K
New
$118K - $128K
5.14K $135K
Aug 14, 2023 Q2 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
4.73K
+ 2.72%
$109K - $117K
179K $4.7M
Jul 05, 2023 Q2 2023
Shearwater Capital LLC

BUY
 -
4.35K
+ 6.23%
$100K - $108K
74.2K $1.95M
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
4.31K
+ 20.83%
$99.1K - $107K
25K $656K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
4.29K
New
$98.7K - $106K
4.29K $113K
Jul 17, 2023 Q2 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
3.95K
New
$90.9K - $98K
3.95K $104K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
3.95K
+ 1.57%
$90.8K - $98K
256K $6.72M
Jul 24, 2023 Q2 2023
Better Wealth, LLC

BUY
 -
3.5K
+ 0.65%
$80.6K - $87K
545K $14.3M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.29K
+ 4.32%
$75.6K - $81.6K
79.4K $2.09M
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

BUY
 -
3.18K
+ 7.12%
$73.2K - $79K
47.9K $1.26M
Aug 07, 2023 Q2 2023
Live Oak Private Wealth LLC

BUY
 -
3.18K
+ 7.87%
$73K - $78.8K
43.5K $1.14M
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
3.01K
+ 2.84%
$69.2K - $74.7K
109K $2.86M
Aug 04, 2023 Q2 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
2.86K
+ 0.57%
$65.8K - $71K
500K $13.1M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
2.8K
+ 19.7%
$64.5K - $69.6K
17K $447K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
2.38K
+ 10.09%
$54.8K - $59.1K
26K $682K
Aug 14, 2023 Q2 2023
Wms Partners, LLC

BUY
 -
2.35K
+ 3.01%
$54.1K - $58.3K
80.4K $2.11M
Aug 11, 2023 Q2 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
2.31K
+ 5.8%
$53.1K - $57.3K
42.1K $1.11M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.09K
+ 11.16%
$48.1K - $51.9K
20.8K $547K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
2.05K
New
$47.1K - $50.9K
2.05K $53.8K
Aug 10, 2023 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1.68K
+ 0.58%
$38.6K - $41.7K
290K $7.61M
May 01, 2024 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1.68K
+ 0.58%
$38.6K - $41.7K
290K $7.61M
Jul 26, 2023 Q2 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
1.59K
+ 6.35%
$36.6K - $39.5K
26.7K $700K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.58K
+ 634.14%
$36.3K - $39.2K
1.83K $48K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.58K
+ 634.14%
$36.3K - $39.2K
1.83K $48K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1.47K
+ 9.07%
$33.8K - $36.5K
17.7K $465K
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
1.33K
+ 2.05%
$30.7K - $33.1K
66.3K $1.74M
Jul 24, 2023 Q2 2023
Bridgewater Advisors Inc.

BUY
 -
1.21K
+ 0.97%
$27.9K - $30.1K
127K $3.33M
Aug 04, 2023 Q2 2023
Claris Advisors, LLC

BUY
 -
1.19K
+ 3.62%
$27.4K - $29.6K
34.2K $897K
Jul 19, 2023 Q2 2023
Gemmer Asset Management LLC

BUY
 -
1.05K
+ 5.07%
$24.2K - $26.2K
21.9K $574K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
907
New
$20.9K - $22.5K
907 $23.8K
Jul 17, 2023 Q2 2023
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
819
+ 2.14%
$18.8K - $20.3K
39.1K $1.03M
Sep 05, 2023 Q2 2023
Meritas Wealth Management, LLC

Larkspur, CA
BUY
 -
813
+ 2.79%
$18.7K - $20.2K
29.9K $786K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
692
+ 4.1%
$15.9K - $17.2K
17.6K $461K
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
628
+ 3.2%
$14.4K - $15.6K
20.2K $531K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
610
+ 1.83%
$14K - $15.1K
33.9K $890K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
512
+ 0.36%
$11.8K - $12.7K
144K $3.79M
Jul 17, 2023 Q2 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
420
+ 2.45%
$9.66K - $10.4K
17.6K $461K
Aug 07, 2023 Q2 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
277
+ 0.61%
$6.37K - $6.88K
45.4K $1.19M
Oct 15, 2024 Q2 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
145
+ 1.29%
$3.34K - $3.6K
11.4K $299K

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