Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
BUY
|
- |
12.9K+ 2.97% |
$299K - $328K
|
447K
$11.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
12.9K+ 10.96% |
$299K - $328K
|
131K
$3.43M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
12.9K+ 13.13% |
$298K - $327K
|
111K
$2.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
12K+ 6.36% |
$279K - $306K
|
201K
$5.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
11.9K+ 1.94% |
$275K - $301K
|
622K
$16.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
11.8K+ 4.14% |
$273K - $300K
|
296K
$7.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6KNew |
$269K - $296K
|
11.6K
$305K
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
11.5K+ 113.51% |
$267K - $294K
|
21.7K
$570K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.4KNew |
$265K - $291K
|
11.4K
$300K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.3K+ 65.19% |
$262K - $287K
|
28.6K
$752K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$255K - $280K
|
11K
$289K
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11K+ 15.86% |
$254K - $279K
|
80.2K
$2.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 6.88% |
$233K - $256K
|
157K
$4.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
9.67K+ 2.14% |
$224K - $246K
|
461K
$12.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.6KNew |
$222K - $244K
|
9.6K
$252K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
9.02K+ 1.8% |
$209K - $229K
|
509K
$13.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.95K+ 18.62% |
$207K - $228K
|
57K
$1.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8.84K+ 4.17% |
$205K - $225K
|
221K
$5.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
8.11K+ 2.4% |
$188K - $206K
|
347K
$9.1M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.77K+ 79.67% |
$180K - $198K
|
17.5K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7.61K+ 4.25% |
$176K - $193K
|
186K
$4.89M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.28KNew |
$168K - $185K
|
7.28K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
7.27K+ 5.66% |
$168K - $185K
|
136K
$3.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.21K+ 47.27% |
$167K - $183K
|
22.5K
$590K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.77K+ 26.06% |
$157K - $172K
|
32.7K
$860K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.37K+ 24.88% |
$147K - $162K
|
32K
$839K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.13K+ 13.21% |
$142K - $156K
|
52.5K
$1.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
5.84K+ 8.11% |
$135K - $149K
|
77.9K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.6K+ 14.29% |
$130K - $142K
|
44.8K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.6KNew |
$130K - $142K
|
5.6K
$147K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5.38K+ 8.15% |
$125K - $137K
|
71.5K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.05K+ 6.35% |
$117K - $128K
|
84.5K
$2.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
4.94K+ 12.65% |
$114K - $126K
|
44K
$1.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.8K+ 11.4% |
$111K - $122K
|
46.9K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.76K+ 1.45% |
$110K - $121K
|
333K
$8.74M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.19K+ 16.76% |
$97K - $107K
|
29.2K
$766K
|
|
|
Oct 12, 2023
Q3 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
4.01K+ 6.55% |
$92.9K - $102K
|
65.2K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3.94K+ 3.36% |
$91.3K - $100K
|
121K
$3.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.91K+ 3.58% |
$90.5K - $99.4K
|
113K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.7K+ 3.15% |
$85.7K - $94.1K
|
121K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.53K+ 30.85% |
$81.8K - $89.8K
|
15K
$393K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.53K+ 17.56% |
$81.8K - $89.8K
|
23.6K
$621K
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.36K+ 2.87% |
$77.9K - $85.5K
|
120K
$3.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.3K+ 27.94% |
$76.4K - $83.9K
|
15.1K
$397K
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
BUY
|
- |
2.86K+ 0.52% |
$66.2K - $72.7K
|
548K
$14.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.55K+ 14.74% |
$59.2K - $64.9K
|
19.9K
$522K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 8.77% |
$52.6K - $57.7K
|
28.1K
$739K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.25K+ 2.71% |
$52.1K - $57.2K
|
85.1K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.17K+ 0.92% |
$50.3K - $55.3K
|
237K
$6.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.08K+ 10.12% |
$48.1K - $52.8K
|
22.6K
$593K
|