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 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.73K- 0.75% |
$42.9K - $46.9K
|
229K
$6.01M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.79K- 6.32% |
$44.4K - $48.6K
|
26.5K
$696K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.05K- 17.06% |
$50.9K - $55.8K
|
9.97K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.05K- 18.54% |
$51K - $55.8K
|
9.02K
$237K
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-2.16K- 2.77% |
$53.6K - $58.7K
|
75.7K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.19K- 0.43% |
$54.5K - $59.6K
|
505K
$13.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.38K- 5.47% |
$59.1K - $64.7K
|
41.1K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.95K- 2.63% |
$73.3K - $80.2K
|
109K
$2.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.31K- 2.91% |
$82.1K - $90K
|
110K
$2.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-3.33K- 11.1% |
$82.7K - $90.6K
|
26.7K
$701K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-3.34K- 3.71% |
$82.9K - $90.7K
|
86.6K
$2.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.55K- 3.6% |
$88.1K - $96.4K
|
95K
$2.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 4.98% |
$149K - $163K
|
115K
$3.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.23K- 1.13% |
$155K - $169K
|
543K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-7.69K- 53.16% |
$191K - $209K
|
6.77K
$178K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.4K- 1.74% |
$209K - $228K
|
475K
$12.5M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
SELL
|
- |
-10.7K- 12.97% |
$266K - $292K
|
72K
$1.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-12.8K- 50.13% |
$319K - $349K
|
12.8K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-14K- 17.78% |
$347K - $380K
|
64.7K
$1.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-20.6K- 4.37% |
$512K - $561K
|
451K
$11.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-24.7K- 11.58% |
$613K - $671K
|
188K
$4.95M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.8K- 5.74% |
$642K - $703K
|
424K
$11.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-26.4K- 99.09% |
$657K - $719K
|
243
$6.38K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-29.8K- 55.23% |
$741K - $811K
|
24.2K
$635K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-41K- 23.77% |
$1.02M - $1.12M
|
131K
$3.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-42.7K- 25.92% |
$1.06M - $1.16M
|
122K
$3.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-47.2K- 40.81% |
$1.17M - $1.28M
|
68.4K
$1.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-57.8K- 9.07% |
$1.43M - $1.57M
|
579K
$15.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-66.7K- 12.46% |
$1.66M - $1.81M
|
468K
$12.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-220K- 21.06% |
$5.47M - $5.99M
|
825K
$21.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-281K- 91.98% |
$6.97M - $7.63M
|
24.5K
$643K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-750K- 4.74% |
$18.6M - $20.4M
|
15.1M
$396M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.03M- 29.52% |
$25.5M - $27.9M
|
2.45M
$64.4M
|