Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
61.3K+ 2.81% |
$1.52M - $1.67M
|
2.24M
$58.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
59K+ 5.23% |
$1.47M - $1.6M
|
1.19M
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.2K+ 16.98% |
$1.45M - $1.58M
|
401K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
58KNew |
$1.44M - $1.58M
|
58K
$1.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
56.9K+ 10.25% |
$1.41M - $1.55M
|
612K
$16.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
54.8K+ 18.78% |
$1.36M - $1.49M
|
346K
$9.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
54.2K+ 137.63% |
$1.35M - $1.47M
|
93.6K
$2.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
53.9K+ 77.65% |
$1.34M - $1.46M
|
123K
$3.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
51.9K+ 107.29% |
$1.29M - $1.41M
|
100K
$2.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
49.9K+ 12.6% |
$1.24M - $1.36M
|
446K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.2K+ 15.26% |
$1.15M - $1.26M
|
349K
$9.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
46.1K+ 2.82% |
$1.14M - $1.25M
|
1.68M
$44.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
45.9K+ 5.23% |
$1.14M - $1.25M
|
924K
$24.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
44.1K+ 11.51% |
$1.09M - $1.2M
|
427K
$11.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42.8K+ 11.12% |
$1.06M - $1.16M
|
428K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
42.1K+ 2.74% |
$1.05M - $1.14M
|
1.58M
$41.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
42K+ 11.03% |
$1.04M - $1.14M
|
423K
$11.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
41.9K+ 2.26% |
$1.04M - $1.14M
|
1.89M
$49.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
35.5K+ 31.48% |
$881K - $965K
|
148K
$3.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
34.7K+ 15.35% |
$861K - $943K
|
261K
$6.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
34.4K+ 9.69% |
$854K - $935K
|
389K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33.5K+ 9.53% |
$832K - $911K
|
385K
$10.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
31.4K+ 12.69% |
$780K - $854K
|
279K
$7.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
30.7K+ 11.71% |
$764K - $836K
|
293K
$7.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
30.5K+ 7.26% |
$758K - $830K
|
451K
$11.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
30.2K+ 15.18% |
$751K - $823K
|
229K
$6.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
29.7K+ 21.7% |
$738K - $809K
|
167K
$4.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.1K+ 5.72% |
$722K - $791K
|
538K
$14.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
27.9K+ 9.82% |
$694K - $760K
|
312K
$8.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
27.9K+ 10.78% |
$694K - $760K
|
287K
$7.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
27.2K+ 13.98% |
$675K - $739K
|
221K
$5.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
27.1K+ 7.21% |
$674K - $738K
|
403K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
25.7K+ 8.21% |
$638K - $699K
|
338K
$8.89M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
25.3KNew |
$627K - $687K
|
25.3K
$663K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
25.2KNew |
$626K - $685K
|
25.2K
$662K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
25K+ 89.72% |
$621K - $680K
|
52.9K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
25K+ 3.78% |
$620K - $679K
|
686K
$18M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
24.9K+ 21.75% |
$619K - $678K
|
140K
$3.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
24.8K+ 204.09% |
$617K - $675K
|
37K
$971K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
24.6K+ 9.26% |
$611K - $669K
|
290K
$7.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
24.5K+ 5.12% |
$609K - $667K
|
504K
$13.2M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
23.9K+ 64.52% |
$594K - $650K
|
60.9K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
23.6K+ 58.6% |
$586K - $641K
|
63.8K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
23.1K+ 2.17% |
$574K - $628K
|
1.09M
$28.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22.6K+ 56.7% |
$562K - $616K
|
62.6K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.4KNew |
$557K - $610K
|
22.4K
$589K
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
22.2K+ 4.58% |
$551K - $603K
|
506K
$13.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
22.1K+ 14.82% |
$549K - $601K
|
171K
$4.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
22K+ 10.88% |
$547K - $599K
|
225K
$5.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
22KNew |
$547K - $599K
|
22K
$578K
|