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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.2K+ 10.32% |
$146K - $159K
|
66.2K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.92K+ 109.64% |
$140K - $152K
|
11.3K
$298K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
5.75K+ 25.96% |
$136K - $147K
|
27.9K
$734K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5.52K+ 61.77% |
$130K - $142K
|
14.5K
$381K
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
5.01K+ 3.1% |
$118K - $129K
|
167K
$4.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
4.88K+ 14.76% |
$115K - $125K
|
38K
$999K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.83K+ 3.33% |
$114K - $124K
|
150K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.69K+ 3.62% |
$111K - $120K
|
134K
$3.53M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4.35K+ 15.48% |
$103K - $112K
|
32.5K
$855K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4.22K+ 15.15% |
$99.7K - $108K
|
32.1K
$844K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.1K+ 5.49% |
$96.7K - $105K
|
78.7K
$2.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.9K+ 11.79% |
$92K - $99.9K
|
36.9K
$972K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.87K+ 1.16% |
$91.5K - $99.3K
|
337K
$8.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.84K+ 3.76% |
$90.7K - $98.5K
|
106K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.44K+ 9.42% |
$81.2K - $88.2K
|
39.9K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.31K+ 23.68% |
$78.1K - $84.7K
|
17.3K
$454K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.27K+ 3.73% |
$77.1K - $83.7K
|
90.7K
$2.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
3.22K+ 4.05% |
$76.1K - $82.6K
|
82.7K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.18K+ 9.94% |
$75K - $81.5K
|
35.1K
$925K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.11KNew |
$73.5K - $79.8K
|
3.11K
$81.9K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.58K+ 141.25% |
$61K - $66.2K
|
4.41K
$116K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.54K+ 1.56% |
$60K - $65.1K
|
165K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.51K+ 0.16% |
$59.4K - $64.4K
|
1.53M
$40.4M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.28K+ 1.0% |
$53.8K - $58.4K
|
230K
$6.05M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.15K+ 0.72% |
$50.8K - $55.1K
|
299K
$7.87M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.09K+ 8.87% |
$49.3K - $53.5K
|
25.6K
$674K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.88K+ 2.51% |
$44.3K - $48.1K
|
76.6K
$2.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.82K+ 10.87% |
$42.9K - $46.5K
|
18.5K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.76K+ 2.64% |
$41.7K - $45.2K
|
68.6K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.75KNew |
$41.2K - $44.8K
|
1.75K
$46K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.71K+ 1.23% |
$40.4K - $43.8K
|
141K
$3.7M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
1.71K+ 29.05% |
$40.3K - $43.7K
|
7.57K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 7.44% |
$40.1K - $43.5K
|
24.5K
$645K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.69K+ 9.54% |
$39.8K - $43.3K
|
19.4K
$510K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.68K+ 1.41% |
$39.7K - $43.1K
|
121K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.67K+ 26.67% |
$39.5K - $42.8K
|
7.94K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.66K+ 0.63% |
$39.3K - $42.6K
|
265K
$6.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.65K+ 94.93% |
$38.9K - $42.2K
|
3.38K
$89K
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.59K+ 10.81% |
$37.4K - $40.6K
|
16.2K
$428K
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.54K+ 2.14% |
$36.3K - $39.4K
|
73.3K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.49K+ 15.16% |
$35.1K - $38.2K
|
11.3K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48K+ 3.98% |
$34.9K - $37.8K
|
38.6K
$1.02M
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.33K+ 1.67% |
$31.5K - $34.2K
|
81.3K
$2.14M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.3K+ 2.57% |
$30.7K - $33.3K
|
51.8K
$1.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.28K+ 0.98% |
$30.3K - $32.9K
|
133K
$3.49M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
904+ 5.12% |
$21.4K - $23.2K
|
18.6K
$489K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
859+ 8.06% |
$20.3K - $22K
|
11.5K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
813+ 5.8% |
$19.2K - $20.8K
|
14.8K
$390K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
773+ 3.08% |
$18.3K - $19.8K
|
25.9K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
761+ 2.6% |
$18K - $19.5K
|
30K
$790K
|