Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
937KNew |
$23.3M - $25.5M
|
937K
$24.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
783K+ 24.66% |
$19.5M - $21.3M
|
3.96M
$105M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
730K+ 26.97% |
$18.1M - $19.9M
|
3.44M
$91M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
719K+ 913.25% |
$17.9M - $19.5M
|
797K
$21.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
662K+ 103.89% |
$16.5M - $18M
|
1.3M
$34.4M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
621K+ 353.09% |
$15.4M - $16.9M
|
797K
$21.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
531KNew |
$13.2M - $14.5M
|
531K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
399K+ 7.88% |
$9.91M - $10.9M
|
5.46M
$145M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
397KNew |
$9.85M - $10.8M
|
397K
$10.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
304K+ 30.86% |
$7.54M - $8.26M
|
1.29M
$34.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
275K+ 107.16% |
$6.83M - $7.48M
|
532K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
226K+ 160.88% |
$5.61M - $6.14M
|
366K
$9.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
203K+ 36.75% |
$5.05M - $5.53M
|
756K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
194K+ 1475.43% |
$4.82M - $5.27M
|
207K
$5.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
193K+ 81.71% |
$4.79M - $5.25M
|
429K
$11.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
157K+ 7.66% |
$3.89M - $4.26M
|
2.2M
$58.4M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
157K+ 482.31% |
$3.89M - $4.26M
|
189K
$5.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
156K+ 3.82% |
$3.87M - $4.24M
|
4.23M
$112M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
156K+ 19.15% |
$3.87M - $4.24M
|
969K
$25.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
153K+ 38.34% |
$3.8M - $4.16M
|
552K
$14.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
143K+ 12.12% |
$3.55M - $3.89M
|
1.32M
$35.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
131K+ 18.52% |
$3.25M - $3.56M
|
837K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
127K+ 7.37% |
$3.15M - $3.45M
|
1.85M
$49M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
127K+ 15.36% |
$3.15M - $3.45M
|
952K
$25.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
119K+ 12.28% |
$2.95M - $3.23M
|
1.09M
$28.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
113K+ 26.34% |
$2.8M - $3.07M
|
541K
$14.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
106K+ 11.51% |
$2.63M - $2.88M
|
1.03M
$27.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
98.9KNew |
$2.46M - $2.69M
|
98.9K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.9K+ 23.32% |
$2.46M - $2.69M
|
523K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
98.4KNew |
$2.44M - $2.68M
|
98.4K
$2.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
97.7K+ 80.11% |
$2.43M - $2.66M
|
220K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
96.5K+ 15.98% |
$2.4M - $2.63M
|
701K
$18.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
94.9K+ 8.67% |
$2.36M - $2.58M
|
1.19M
$31.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
93.4K+ 7.0% |
$2.32M - $2.54M
|
1.43M
$37.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
90.4K+ 15.92% |
$2.24M - $2.46M
|
658K
$17.4M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
86.3K+ 20.9% |
$2.14M - $2.35M
|
499K
$13.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
82.8K+ 17.52% |
$2.06M - $2.25M
|
555K
$14.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
80.3KNew |
$1.99M - $2.18M
|
80.3K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
79.3K+ 13.0% |
$1.97M - $2.16M
|
689K
$18.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.5K+ 1.94% |
$1.88M - $2.05M
|
3.97M
$105M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
74.6K+ 65.65% |
$1.85M - $2.03M
|
188K
$4.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
74K+ 179.26% |
$1.84M - $2.01M
|
115K
$3.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
71.7K+ 53.32% |
$1.78M - $1.95M
|
206K
$5.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
70.9K+ 3.34% |
$1.76M - $1.93M
|
2.2M
$58.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.7K+ 407.68% |
$1.76M - $1.92M
|
88K
$2.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.1K+ 13.09% |
$1.74M - $1.91M
|
606K
$16M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
69K+ 3.54% |
$1.71M - $1.88M
|
2.02M
$53.4M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
64.2KNew |
$1.59M - $1.74M
|
64.2K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
63.6K+ 39.46% |
$1.58M - $1.73M
|
225K
$5.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
62.2K+ 10.35% |
$1.55M - $1.69M
|
664K
$17.6M
|