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 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.01K+ 3.9% |
$174K - $191K
|
187K
$4.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
6.81K+ 2.65% |
$169K - $185K
|
263K
$6.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
6.66K+ 3.6% |
$166K - $181K
|
192K
$5.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.58K+ 4.9% |
$163K - $179K
|
141K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6.11K+ 1.74% |
$152K - $166K
|
358K
$9.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.06K+ 23.26% |
$151K - $165K
|
32.1K
$844K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
6.06K+ 3.64% |
$151K - $165K
|
173K
$4.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6.02K+ 12.45% |
$150K - $164K
|
54.4K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.56K+ 7.32% |
$138K - $151K
|
81.5K
$2.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.22K+ 26.98% |
$130K - $142K
|
24.6K
$646K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.08K+ 23.17% |
$126K - $138K
|
27K
$710K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.08K+ 1.38% |
$126K - $138K
|
372K
$9.78M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.99K+ 6.02% |
$124K - $136K
|
87.8K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.79K+ 12.96% |
$119K - $130K
|
41.7K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.55K+ 6.55% |
$113K - $124K
|
74K
$1.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.54K+ 3.32% |
$113K - $124K
|
141K
$3.71M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.54K+ 26.89% |
$113K - $123K
|
21.4K
$562K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.48K+ 0.86% |
$111K - $122K
|
527K
$13.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.41K+ 19.06% |
$109K - $120K
|
27.5K
$723K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.1K+ 21.84% |
$102K - $112K
|
22.9K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.04K+ 1.52% |
$100K - $110K
|
269K
$7.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.88K+ 34.31% |
$96.3K - $105K
|
15.2K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.87K+ 2.07% |
$96.2K - $105K
|
191K
$5.02M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.71K+ 10.71% |
$92.2K - $101K
|
38.3K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.66KNew |
$90.9K - $99.6K
|
3.66K
$96.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.63K+ 5.29% |
$90.2K - $98.7K
|
72.2K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3.6K+ 2.31% |
$89.4K - $97.9K
|
160K
$4.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.57K+ 5.11% |
$88.8K - $97.2K
|
73.5K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3.57K+ 3.79% |
$88.7K - $97.1K
|
97.7K
$2.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.28K+ 37.39% |
$81.4K - $89.2K
|
12K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.26K+ 5.74% |
$81K - $88.6K
|
60K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.98K+ 5.88% |
$74.1K - $81.2K
|
53.7K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.8K+ 3.65% |
$69.5K - $76.1K
|
79.4K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.77K+ 158.42% |
$68.7K - $75.2K
|
4.51K
$118K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.73K+ 13.23% |
$67.9K - $74.3K
|
23.4K
$614K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.66K+ 2.2% |
$66.1K - $72.4K
|
124K
$3.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
2.61K+ 0.55% |
$64.8K - $70.9K
|
477K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
2.6K+ 16.0% |
$64.6K - $70.7K
|
18.8K
$495K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
BUY
|
- |
2.55K+ 6.72% |
$63.4K - $69.4K
|
40.5K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.51K+ 3.97% |
$62.4K - $68.3K
|
65.8K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.23K+ 12.41% |
$55.3K - $60.5K
|
20.2K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.75K+ 1.52% |
$43.4K - $47.6K
|
117K
$3.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.73K+ 1.63% |
$43K - $47.1K
|
108K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.7K+ 9.04% |
$42.3K - $46.3K
|
20.6K
$540K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.54K+ 1.16% |
$38.3K - $41.9K
|
134K
$3.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.54K+ 9.68% |
$38.2K - $41.8K
|
17.4K
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.34K+ 8.38% |
$33.2K - $36.4K
|
17.3K
$454K
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.1K+ 0.35% |
$27.4K - $30K
|
320K
$8.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 3.72% |
$26.4K - $28.9K
|
29.7K
$780K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
988+ 10.95% |
$24.5K - $26.9K
|
10K
$263K
|