Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.73MNew |
$63.5M - $70.6M
|
2.73M
$72.3M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.5MNew |
$35M - $38.9M
|
1.5M
$39.9M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.1MNew |
$25.6M - $28.5M
|
1.1M
$29.2M
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
920KNew |
$21.4M - $23.8M
|
920K
$24.4M
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
510KNew |
$11.9M - $13.2M
|
510K
$13.5M
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
BUY
|
- |
429KNew |
$9.97M - $11.1M
|
429K
$11.4M
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
$9.3M - $10.3M
|
400K
$10.6M
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
387KNew |
$8.99M - $10M
|
387K
$10.2M
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
271KNew |
$6.3M - $7.01M
|
271K
$7.18M
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
260KNew |
$6.05M - $6.72M
|
260K
$6.88M
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
253KNew |
$5.88M - $6.54M
|
253K
$6.7M
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
238KNew |
$5.54M - $6.16M
|
238K
$6.31M
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
209KNew |
$4.86M - $5.41M
|
209K
$5.54M
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
182KNew |
$4.24M - $4.71M
|
182K
$4.83M
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
138KNew |
$3.2M - $3.56M
|
138K
$3.65M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
137KNew |
$3.19M - $3.55M
|
137K
$3.63M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
137KNew |
$3.18M - $3.54M
|
137K
$3.63M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
107KNew |
$2.48M - $2.76M
|
107K
$2.82M
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
105KNew |
$2.45M - $2.72M
|
105K
$2.79M
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
91.6KNew |
$2.13M - $2.37M
|
91.6K
$2.43M
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
56.4KNew |
$1.31M - $1.46M
|
56.4K
$1.49M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
56.1KNew |
$1.3M - $1.45M
|
56.1K
$1.49M
|
|
Aug 09, 2022
Q2 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
55.6KNew |
$1.29M - $1.44M
|
55.6K
$1.47M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
43.7KNew |
$1.02M - $1.13M
|
43.7K
$1.16M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
34.1KNew |
$794K - $883K
|
34.1K
$904K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
32.1KNew |
$747K - $831K
|
32.1K
$851K
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
25.6KNew |
$596K - $662K
|
25.6K
$679K
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22.5KNew |
$524K - $583K
|
22.5K
$597K
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
22.1KNew |
$514K - $571K
|
22.1K
$585K
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
20.5KNew |
$478K - $531K
|
20.5K
$544K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
20.2KNew |
$471K - $524K
|
20.2K
$536K
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
20KNew |
$465K - $517K
|
20K
$529K
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
17.2KNew |
$401K - $446K
|
17.2K
$456K
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
17.1KNew |
$397K - $441K
|
17.1K
$452K
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
16.4KNew |
$381K - $423K
|
16.4K
$434K
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
15.7KNew |
$366K - $407K
|
15.7K
$417K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2KNew |
$353K - $392K
|
15.2K
$402K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14KNew |
$326K - $362K
|
14K
$371K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6KNew |
$315K - $351K
|
13.6K
$359K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3KNew |
$287K - $319K
|
12.3K
$327K
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10.3KNew |
$241K - $267K
|
10.3K
$274K
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.94KNew |
$161K - $179K
|
6.94K
$184K
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
4.14KNew |
$96.3K - $107K
|
4.14K
$110K
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.68KNew |
$62.4K - $69.4K
|
2.68K
$71K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
832New |
$19.4K - $21.5K
|
832
$22K
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
510New |
$11.9K - $13.2K
|
510
$13.5K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
100New |
$2.33K - $2.59K
|
100
$2.65K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
67New |
$1.56K - $1.73K
|
67
$1.77K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-67Closed |
$1.56K - $1.73K
|
0
$0
|