Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.18MNew |
$51.6M - $56M
|
2.18M
$57.4M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.63MNew |
$38.6M - $41.9M
|
1.63M
$43M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.48M+ 120.84% |
$35M - $38M
|
2.71M
$71.2M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.35M+ 365.21% |
$32M - $34.7M
|
1.72M
$45.4M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.31M+ 69.94% |
$30.9M - $33.5M
|
3.18M
$83.6M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
886KNew |
$20.9M - $22.7M
|
886K
$23.3M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
710K+ 21.08% |
$16.8M - $18.2M
|
4.08M
$107M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
508KNew |
$12M - $13M
|
508K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
434K+ 254.46% |
$10.2M - $11.1M
|
604K
$15.9M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
408K+ 8.75% |
$9.63M - $10.4M
|
5.06M
$133M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
399KNew |
$9.43M - $10.2M
|
399K
$10.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
281K+ 1146.13% |
$6.63M - $7.2M
|
305K
$8.03M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
262KNew |
$6.2M - $6.73M
|
262K
$6.91M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
262K+ 1.68% |
$6.19M - $6.72M
|
15.8M
$416M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
244K+ 1178.59% |
$5.76M - $6.25M
|
264K
$6.96M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
238K+ 41.37% |
$5.62M - $6.1M
|
814K
$21.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
214K+ 43.47% |
$5.06M - $5.49M
|
707K
$18.6M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
200K+ 129.85% |
$4.73M - $5.14M
|
355K
$9.34M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
193K+ 56.23% |
$4.55M - $4.94M
|
536K
$14.1M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
187KNew |
$4.43M - $4.81M
|
187K
$4.93M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
179K+ 73.07% |
$4.23M - $4.59M
|
424K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
176K+ 17.52% |
$4.15M - $4.51M
|
1.18M
$31.1M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
155K+ 30.69% |
$3.67M - $3.98M
|
661K
$17.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
146K+ 15.41% |
$3.45M - $3.74M
|
1.09M
$28.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
145K+ 7.63% |
$3.43M - $3.72M
|
2.05M
$53.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
138K+ 82.52% |
$3.26M - $3.54M
|
305K
$8.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
125K+ 3.73% |
$2.95M - $3.21M
|
3.48M
$91.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
120K+ 54.14% |
$2.85M - $3.09M
|
343K
$9.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
117K+ 16.55% |
$2.77M - $3.01M
|
825K
$21.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
115K+ 38.02% |
$2.71M - $2.95M
|
417K
$11M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
114K+ 14.2% |
$2.7M - $2.93M
|
919K
$24.2M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
113K+ 31.48% |
$2.67M - $2.9M
|
473K
$12.4M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
105K+ 24.92% |
$2.48M - $2.7M
|
527K
$13.9M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100K+ 12.93% |
$2.37M - $2.58M
|
878K
$23.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
98.4K+ 21.53% |
$2.32M - $2.52M
|
555K
$14.6M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
93.6K+ 138.61% |
$2.21M - $2.4M
|
161K
$4.24M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
88.1K+ 4.32% |
$2.08M - $2.26M
|
2.13M
$55.9M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
87.7K+ 61.32% |
$2.07M - $2.25M
|
231K
$6.07M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
86.5K+ 27.91% |
$2.04M - $2.22M
|
396K
$10.4M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
82.4K+ 8.38% |
$1.95M - $2.11M
|
1.07M
$28M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
81.8K+ 22.52% |
$1.93M - $2.1M
|
445K
$11.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
77.9K+ 66.94% |
$1.84M - $2M
|
194K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75.9KNew |
$1.79M - $1.95M
|
75.9K
$2M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
74.2K+ 193.02% |
$1.75M - $1.9M
|
113K
$2.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
73.9K+ 8.28% |
$1.75M - $1.89M
|
967K
$25.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
73.2K+ 34.64% |
$1.73M - $1.88M
|
284K
$7.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
73.1K+ 5.8% |
$1.73M - $1.87M
|
1.33M
$35.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
70.5K+ 13.29% |
$1.67M - $1.81M
|
601K
$15.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
66K+ 20.99% |
$1.56M - $1.69M
|
381K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
65.6K+ 29.04% |
$1.55M - $1.68M
|
292K
$7.67M
|