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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.33K- 0.8% |
$30.7K - $33.7K
|
164K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.58K- 4.65% |
$36.5K - $40.1K
|
32.3K
$849K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.99K- 1.57% |
$46K - $50.5K
|
125K
$3.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.23K- 7.53% |
$51.7K - $56.8K
|
27.4K
$719K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 12.59% |
$53.6K - $58.9K
|
16.1K
$422K
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-3.34K- 16.81% |
$77.4K - $85K
|
16.6K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.81K- 5.74% |
$88.2K - $96.9K
|
62.5K
$1.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.3K- 19.69% |
$99.6K - $109K
|
17.6K
$461K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-6.37K- 2.58% |
$147K - $162K
|
240K
$6.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.87K- 12.22% |
$229K - $251K
|
70.9K
$1.86M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17.5K- 5.82% |
$405K - $445K
|
283K
$7.44M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-72.4K- 2.17% |
$1.68M - $1.84M
|
3.26M
$85.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-81.2K- 86.89% |
$1.88M - $2.07M
|
12.3K
$322K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-83.4K- 4.05% |
$1.93M - $2.12M
|
1.98M
$51.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-159K- 62.09% |
$3.68M - $4.04M
|
97.1K
$2.55M
|