Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.7K+ 46.65% |
$686K - $765K
|
96.4K
$2.53M
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30.4KNew |
$681K - $760K
|
30.4K
$799K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.9K+ 42.53% |
$670K - $748K
|
100K
$2.64M
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
29.3KNew |
$654K - $730K
|
29.3K
$768K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.1K+ 7.88% |
$651K - $727K
|
399K
$10.5M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
27.6K+ 250.72% |
$617K - $688K
|
38.6K
$1.01M
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
26.7K+ 9.44% |
$597K - $667K
|
310K
$8.13M
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
25.5K+ 22.6% |
$571K - $637K
|
138K
$3.64M
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
25.4KNew |
$567K - $633K
|
25.4K
$666K
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
25.1K+ 31.32% |
$562K - $627K
|
105K
$2.77M
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
24.7K+ 21.98% |
$553K - $617K
|
137K
$3.6M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.9K+ 103.43% |
$535K - $597K
|
47.1K
$1.24M
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
23.8K+ 19.59% |
$531K - $593K
|
145K
$3.81M
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
23.5KNew |
$526K - $587K
|
23.5K
$618K
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
23K+ 3.81% |
$513K - $573K
|
626K
$16.4M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.9KNew |
$512K - $572K
|
22.9K
$602K
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
22.9KNew |
$512K - $571K
|
22.9K
$601K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
22.1KNew |
$495K - $552K
|
22.1K
$581K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.6K+ 22.2% |
$482K - $538K
|
119K
$3.11M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.5KNew |
$480K - $536K
|
21.5K
$564K
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
21.2K+ 46.4% |
$474K - $529K
|
66.9K
$1.76M
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
19.8K+ 31.18% |
$442K - $493K
|
83.2K
$2.18M
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
19.5K+ 130.98% |
$435K - $486K
|
34.3K
$901K
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
19.5KNew |
$435K - $486K
|
19.5K
$511K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
19.4K+ 266.83% |
$434K - $485K
|
26.7K
$701K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.8K+ 6.63% |
$420K - $469K
|
302K
$7.94M
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
18.6K+ 93.38% |
$415K - $463K
|
38.4K
$1.01M
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
17.7K+ 1.17% |
$396K - $442K
|
1.53M
$40.2M
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
17.4KNew |
$389K - $435K
|
17.4K
$457K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
17.3K+ 3.76% |
$388K - $433K
|
478K
$12.6M
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
17.3K+ 8.24% |
$387K - $432K
|
228K
$5.98M
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
17.1K+ 38.19% |
$382K - $427K
|
61.9K
$1.63M
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
16.9K+ 24.4% |
$378K - $422K
|
86.2K
$2.26M
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
16.9K+ 9.9% |
$378K - $422K
|
188K
$4.92M
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
15.5KNew |
$345K - $386K
|
15.5K
$406K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.1K+ 2.88% |
$338K - $377K
|
540K
$14.2M
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14.8K+ 17.59% |
$331K - $369K
|
98.8K
$2.6M
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
14.7KNew |
$328K - $366K
|
14.7K
$385K
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14K+ 8.91% |
$312K - $348K
|
171K
$4.48M
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13.9KNew |
$312K - $348K
|
13.9K
$366K
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.9KNew |
$310K - $346K
|
13.9K
$364K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13.5K+ 56.99% |
$301K - $336K
|
37.1K
$975K
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
12.7KNew |
$284K - $317K
|
12.7K
$333K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12.1K+ 3.4% |
$270K - $301K
|
368K
$9.65M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12K+ 68.59% |
$269K - $300K
|
29.5K
$776K
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11.4K+ 5.17% |
$255K - $285K
|
232K
$6.1M
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
11.3K+ 52.25% |
$254K - $283K
|
33.1K
$868K
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
11KNew |
$246K - $275K
|
11K
$289K
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10.9K+ 1.75% |
$244K - $273K
|
633K
$16.6M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7KNew |
$238K - $266K
|
10.7K
$280K
|