Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Emerging Mk (DFEM)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
139+ 0.96% |
$3.2K - $3.45K
|
14.6K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
92+ 0.53% |
$2.12K - $2.28K
|
17.3K
$455K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
76New |
$1.75K - $1.89K
|
76
$2K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
75+ 0.19% |
$1.73K - $1.86K
|
38.9K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
60+ 0.51% |
$1.38K - $1.49K
|
11.8K
$310K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
54+ 2.39% |
$1.24K - $1.34K
|
2.32K
$60.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.61% |
$920 - $993
|
6.6K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.68% |
$92 - $99.3
|
590
$15.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-87- 35.08% |
$2K - $2.16K
|
161
$4.23K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-169- 0.79% |
$3.89K - $4.19K
|
21.2K
$558K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-295- 0.1% |
$6.79K - $7.32K
|
301K
$7.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-362- 3.19% |
$8.33K - $8.98K
|
11K
$289K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-376- 1.41% |
$8.65K - $9.33K
|
26.3K
$689K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-391- 2.08% |
$8.99K - $9.7K
|
18.4K
$483K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-399- 0.76% |
$9.18K - $9.9K
|
51.9K
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-485- 0.79% |
$11.2K - $12K
|
61.2K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-500- 0.6% |
$11.5K - $12.4K
|
82.8K
$2.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-904- 2.64% |
$20.8K - $22.4K
|
33.3K
$875K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.19K- 1.81% |
$27.5K - $29.6K
|
64.7K
$1.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.45K- 2.09% |
$33.3K - $36K
|
68K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 6.52% |
$36.4K - $39.2K
|
22.7K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.61K- 2.51% |
$37K - $40K
|
62.6K
$1.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.83K- 3.02% |
$42.1K - $45.4K
|
58.8K
$1.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.35K- 6.51% |
$76.9K - $83K
|
48K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3.59K- 2.14% |
$82.6K - $89.2K
|
164K
$4.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-4.08K- 1.63% |
$93.8K - $101K
|
247K
$6.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.64K- 4.73% |
$107K - $115K
|
93.5K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.68K- 9.18% |
$108K - $116K
|
46.3K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-5.11K- 2.74% |
$118K - $127K
|
181K
$4.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-10.4K- 3.07% |
$239K - $258K
|
328K
$8.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.2K- 14.99% |
$327K - $353K
|
80.7K
$2.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-16.8K- 9.03% |
$386K - $416K
|
169K
$4.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-17.1K- 8.27% |
$393K - $424K
|
189K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.1K- 4.73% |
$624K - $673K
|
545K
$14.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-31K- 65.08% |
$713K - $769K
|
16.6K
$437K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-32.5K- 24.91% |
$747K - $806K
|
97.9K
$2.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-34.6K- 12.85% |
$797K - $860K
|
235K
$6.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-42.8K- 52.99% |
$984K - $1.06M
|
38K
$997K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-92.7K- 93.44% |
$2.13M - $2.3M
|
6.51K
$171K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-168K- 45.33% |
$3.86M - $4.16M
|
202K
$5.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-380K- 91.4% |
$8.74M - $9.43M
|
35.7K
$939K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-487K- 97.71% |
$11.2M - $12.1M
|
11.4K
$301K
|