Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
245KNew |
$6.18M - $6.98M
|
245K
$6.79M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
238K+ 215.56% |
$6M - $6.77M
|
348K
$9.64M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
226K+ 17.1% |
$5.7M - $6.44M
|
1.55M
$42.9M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
193K+ 88.09% |
$4.88M - $5.51M
|
413K
$11.4M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
176K+ 7.98% |
$4.43M - $5M
|
2.38M
$65.8M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
169K+ 263.31% |
$4.26M - $4.81M
|
233K
$6.45M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
143K+ 17.08% |
$3.61M - $4.07M
|
980K
$27.1M
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
111K+ 7.8% |
$2.81M - $3.17M
|
1.54M
$42.6M
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
102K+ 847.34% |
$2.57M - $2.9M
|
114K
$3.16M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
101K+ 9.31% |
$2.55M - $2.88M
|
1.19M
$32.8M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
97.4K+ 17.63% |
$2.46M - $2.77M
|
650K
$18M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
83K+ 3.78% |
$2.09M - $2.36M
|
2.28M
$63M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
77.8K+ 7.59% |
$1.96M - $2.21M
|
1.1M
$30.5M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
63.9K+ 11.81% |
$1.61M - $1.82M
|
605K
$16.7M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
59.3K+ 13.96% |
$1.49M - $1.69M
|
484K
$13.4M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
58.2K+ 79.18% |
$1.47M - $1.66M
|
132K
$3.64M
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
41.2K+ 8.26% |
$1.04M - $1.17M
|
540K
$14.9M
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
36.3K+ 12.4% |
$916K - $1.03M
|
330K
$9.11M
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
35.8K+ 8.02% |
$902K - $1.02M
|
482K
$13.3M
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
35.6K+ 3.74% |
$898K - $1.01M
|
988K
$27.3M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
33.5K+ 22.59% |
$843K - $952K
|
182K
$5.02M
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
28.8K+ 6.39% |
$727K - $820K
|
480K
$13.3M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
24K+ 12.66% |
$606K - $684K
|
214K
$5.92M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.9K+ 10.41% |
$602K - $680K
|
253K
$7.01M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
19.4K+ 52.51% |
$490K - $553K
|
56.4K
$1.56M
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
18.7K+ 4.03% |
$471K - $531K
|
482K
$13.3M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
18.2K+ 2.64% |
$459K - $519K
|
707K
$19.6M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
18.2KNew |
$459K - $518K
|
18.2K
$504K
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
17.1K+ 2.96% |
$432K - $487K
|
596K
$16.5M
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14.7K+ 2.53% |
$370K - $417K
|
594K
$16.4M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 7.76% |
$365K - $412K
|
201K
$5.56M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
14.3K+ 16.33% |
$362K - $408K
|
102K
$2.83M
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
14.1K+ 4.85% |
$354K - $400K
|
304K
$8.41M
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
12.7K+ 6.63% |
$320K - $361K
|
204K
$5.64M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12.7K+ 5.01% |
$319K - $361K
|
266K
$7.35M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11.6KNew |
$293K - $331K
|
11.6K
$322K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3KNew |
$286K - $323K
|
11.3K
$314K
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
11K+ 6.37% |
$277K - $313K
|
184K
$5.09M
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 10.09% |
$274K - $309K
|
119K
$3.28M
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.13K+ 2.16% |
$230K - $260K
|
432K
$11.9M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.52K+ 6.05% |
$215K - $242K
|
149K
$4.13M
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.18K+ 2.2% |
$206K - $233K
|
381K
$10.5M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.9KNew |
$199K - $225K
|
7.9K
$218K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.89K+ 3.03% |
$199K - $225K
|
268K
$7.42M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.71K+ 18.48% |
$194K - $219K
|
49.4K
$1.37M
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
7.64K+ 5.06% |
$193K - $217K
|
159K
$4.39M
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.31K+ 3.3% |
$184K - $208K
|
229K
$6.33M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.93K+ 1.31% |
$175K - $197K
|
534K
$14.8M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.57K+ 28.69% |
$166K - $187K
|
29.5K
$815K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.78K+ 1.35% |
$146K - $164K
|
433K
$12M
|