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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
21.8K+ 2.9% |
$543K - $594K
|
774K
$20.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21.3K+ 17.2% |
$530K - $580K
|
145K
$3.81M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.2K+ 13.94% |
$502K - $550K
|
165K
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.2K+ 13.94% |
$502K - $550K
|
165K
$4.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 4.17% |
$461K - $505K
|
463K
$12.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
18.3K+ 19.83% |
$454K - $497K
|
110K
$2.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
18.2KNew |
$453K - $496K
|
18.2K
$479K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
18.2K+ 2.19% |
$452K - $495K
|
850K
$22.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
18K+ 9.26% |
$447K - $490K
|
212K
$5.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
17.9K+ 3.19% |
$445K - $487K
|
579K
$15.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
17.7KNew |
$439K - $481K
|
17.7K
$465K
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
17.2K+ 5.09% |
$426K - $467K
|
354K
$9.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.7KNew |
$390K - $427K
|
15.7K
$412K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
15.7K+ 78.79% |
$389K - $426K
|
35.5K
$933K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.6K+ 353.38% |
$387K - $424K
|
20K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15.4K+ 7.1% |
$383K - $419K
|
232K
$6.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.3KNew |
$379K - $415K
|
15.3K
$401K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 6.34% |
$365K - $400K
|
246K
$6.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.8K+ 4.7% |
$344K - $377K
|
309K
$8.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
13.7K+ 5.72% |
$340K - $373K
|
253K
$6.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.4K+ 6.47% |
$334K - $365K
|
221K
$5.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$325K - $356K
|
13.1K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
12.5K+ 5.22% |
$311K - $341K
|
252K
$6.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 2.86% |
$300K - $328K
|
434K
$11.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
12K+ 6.73% |
$297K - $326K
|
190K
$4.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11.7K+ 6.41% |
$290K - $317K
|
193K
$5.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
11.5K+ 2.35% |
$286K - $314K
|
502K
$13.2M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
11.5K+ 6.43% |
$286K - $313K
|
190K
$5M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
10.5K+ 19.03% |
$262K - $287K
|
65.9K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
10.4K+ 7.39% |
$258K - $283K
|
151K
$3.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
10.3K+ 25.36% |
$256K - $280K
|
50.9K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
10KNew |
$249K - $272K
|
10K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.43K+ 103.57% |
$234K - $256K
|
18.5K
$487K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9.42KNew |
$234K - $256K
|
9.42K
$247K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.42K+ 1.79% |
$234K - $256K
|
536K
$14.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.09KNew |
$226K - $247K
|
9.09K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
8.93K+ 2.24% |
$222K - $243K
|
408K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.86K+ 10.68% |
$220K - $241K
|
91.8K
$2.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
8.38K+ 1.27% |
$208K - $228K
|
666K
$17.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
8.09K+ 4.94% |
$201K - $220K
|
172K
$4.51M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
7.97K+ 5.32% |
$198K - $217K
|
158K
$4.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7.95K+ 5.44% |
$197K - $216K
|
154K
$4.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.88K+ 68.36% |
$196K - $214K
|
19.4K
$509K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7.84KNew |
$195K - $213K
|
7.84K
$206K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7.83K+ 18.93% |
$194K - $213K
|
49.2K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
7.74KNew |
$192K - $210K
|
7.74K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.74KNew |
$192K - $210K
|
7.74K
$203K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.62K+ 1.83% |
$189K - $207K
|
425K
$11.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7.57K+ 1.19% |
$188K - $206K
|
641K
$16.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.51KNew |
$187K - $204K
|
7.51K
$197K
|