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 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-5.66K- 2.35% |
$127K - $141K
|
235K
$6.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-6.06K- 4.86% |
$136K - $151K
|
119K
$3.11M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8K- 1.06% |
$179K - $200K
|
744K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.89K- 11.7% |
$221K - $247K
|
74.6K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.94K- 6.67% |
$222K - $248K
|
139K
$3.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-12.8K- 56.54% |
$286K - $319K
|
9.81K
$258K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-16.4K- 9.72% |
$367K - $409K
|
152K
$4M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-17.4K- 7.61% |
$389K - $434K
|
211K
$5.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-30.8K- 3.81% |
$689K - $769K
|
777K
$20.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-41.5K- 79.02% |
$928K - $1.04M
|
11K
$289K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-43K- 8.02% |
$961K - $1.07M
|
493K
$12.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.2K- 33.42% |
$1.23M - $1.38M
|
110K
$2.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-82K- 6.75% |
$1.83M - $2.05M
|
1.13M
$29.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-85.5K- 4.3% |
$1.91M - $2.13M
|
1.9M
$49.9M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-101K- 57.61% |
$2.27M - $2.53M
|
74.6K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-191K- 19.76% |
$4.28M - $4.78M
|
777K
$20.4M
|