Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Emerging Mk (DFEM)

DFEM Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q1 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
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
1.91M
+ 44.63%
$42.8M - $47.4M
6.19M $163M
Apr 28, 2023 Q1 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
1.09M
New
$24.5M - $27.1M
1.09M $28.7M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
987K
+ 44.74%
$22.1M - $24.5M
3.19M $84.1M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
622K
New
$13.9M - $15.4M
622K $16.4M
May 04, 2023 Q1 2023
Oakwell Private Wealth Management, LLC

BUY
 -
579K
New
$13M - $14.4M
579K $15.2M
Apr 17, 2023 Q1 2023
Carlson Capital Management

BUY
 -
573K
+ 40.42%
$12.8M - $14.2M
1.99M $52.4M
Apr 21, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
532K
+ 402.14%
$11.9M - $13.2M
665K $17.5M
Nov 03, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
532K
+ 402.14%
$11.9M - $13.2M
665K $17.5M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
532K
+ 5893.47%
$11.9M - $13.2M
541K $14.2M
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
481K
New
$10.8M - $11.9M
481K $12.7M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
442K
+ 13.92%
$9.9M - $11M
3.62M $95.2M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
416K
New
$9.32M - $10.3M
416K $10.9M
Aug 11, 2023 Q1 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
278K
+ 30.54%
$6.24M - $6.91M
1.19M $31.3M
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

BUY
 -
267K
+ 49.56%
$6M - $6.64M
807K $21.2M
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
251K
+ 14.08%
$5.64M - $6.24M
2.04M $53.6M
May 09, 2023 Q1 2023
Monograph Wealth Advisors, LLC

BUY
 -
247K
+ 135.41%
$5.53M - $6.13M
429K $11.3M
Jun 06, 2024 Q1 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
222K
+ 35.81%
$4.97M - $5.5M
841K $22.1M
May 11, 2023 Q1 2023
Pinnacle Financial Group, LLC

BUY
 -
216K
+ 112.71%
$4.84M - $5.36M
407K $10.7M
May 05, 2023 Q1 2023
Bcr Wealth Strategies, LLC

BUY
 -
192K
+ 203.2%
$4.3M - $4.76M
286K $7.53M
May 08, 2023 Q1 2023
Truepoint, Inc.

BUY
 -
191K
+ 8.25%
$4.28M - $4.74M
2.51M $65.9M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
182K
+ 11.92%
$4.09M - $4.53M
1.71M $45.1M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
181K
+ 13.75%
$4.05M - $4.49M
1.5M $39.4M
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
153K
+ 20.53%
$3.44M - $3.81M
901K $23.7M
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
149K
New
$3.33M - $3.69M
149K $3.91M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
115K
New
$2.58M - $2.86M
115K $3.03M
Apr 28, 2023 Q1 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
108K
New
$2.43M - $2.69M
108K $2.85M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
107K
+ 48.42%
$2.4M - $2.65M
328K $8.62M
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
104K
+ 47.79%
$2.33M - $2.58M
321K $8.46M
Apr 17, 2023 Q1 2023
Planning Center, Inc.

BUY
 -
102K
+ 32.7%
$2.29M - $2.54M
415K $10.9M
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
101K
+ 95.7%
$2.26M - $2.51M
207K $5.44M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
98.2K
+ 42.54%
$2.2M - $2.44M
329K $8.66M
Apr 20, 2023 Q1 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
97.8K
New
$2.19M - $2.43M
97.8K $2.57M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
93.5K
+ 337.47%
$2.1M - $2.32M
121K $3.19M
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
86.3K
+ 30.43%
$1.94M - $2.14M
370K $9.74M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
83.6K
+ 49.34%
$1.87M - $2.08M
253K $6.66M
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
74.3K
+ 23.27%
$1.67M - $1.84M
394K $10.4M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
72.5K
+ 345.24%
$1.63M - $1.8M
93.5K $2.46M
Jun 25, 2024 Q1 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
66.3K
+ 43.04%
$1.49M - $1.65M
220K $5.8M
May 04, 2023 Q1 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
61.7K
+ 19.29%
$1.38M - $1.53M
382K $10M
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
61K
+ 28.39%
$1.37M - $1.51M
276K $7.26M
Apr 26, 2023 Q1 2023
Relaxing Retirement Coach

BUY
 -
58.5K
+ 6.55%
$1.31M - $1.45M
952K $25.1M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
57.9K
New
$1.3M - $1.44M
57.9K $1.52M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
54.8K
+ 120.26%
$1.23M - $1.36M
100K $2.64M
May 04, 2023 Q1 2023
Stordahl Capital Management, Inc.

BUY
 -
53K
+ 10.6%
$1.19M - $1.32M
553K $14.6M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
50.5K
New
$1.13M - $1.25M
50.5K $1.33M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
46K
New
$1.03M - $1.14M
46K $1.21M
Aug 11, 2023 Q1 2023
Rs Crum Inc.

BUY
 -
40.7K
+ 22.64%
$912K - $1.01M
220K $5.8M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
39.9K
+ 42.58%
$896K - $992K
134K $3.52M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
39.6K
+ 334.27%
$887K - $982K
51.4K $1.35M

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