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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
979New |
$24.3K - $26.6K
|
979
$25.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
939+ 2.14% |
$23.3K - $25.5K
|
44.8K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
925+ 2.25% |
$23K - $25.2K
|
42K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
831+ 2.79% |
$20.6K - $22.6K
|
30.6K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
805+ 25.88% |
$20K - $21.9K
|
3.92K
$103K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
475+ 1.84% |
$11.8K - $12.9K
|
26.4K
$695K
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
400+ 2.32% |
$9.94K - $10.9K
|
17.7K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
390+ 71.17% |
$9.69K - $10.6K
|
938
$24.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
342New |
$8.5K - $9.3K
|
342
$9.03K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
305+ 1.65% |
$7.58K - $8.3K
|
18.8K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
300+ 0.33% |
$7.45K - $8.16K
|
91K
$2.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
282+ 2.28% |
$7K - $7.67K
|
12.7K
$334K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
281+ 0.35% |
$6.98K - $7.64K
|
81.6K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
227+ 69.63% |
$5.64K - $6.17K
|
553
$14.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
205+ 0.45% |
$5.09K - $5.58K
|
46.1K
$1.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
185+ 5.47% |
$4.6K - $5.03K
|
3.57K
$94.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
135+ 0.5% |
$3.35K - $3.67K
|
27.3K
$719K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
108New |
$2.68K - $2.94K
|
108
$2.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
104+ 0.42% |
$2.58K - $2.83K
|
24.6K
$650K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
90+ 0.29% |
$2.24K - $2.45K
|
30.7K
$810K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
82+ 0.32% |
$2.04K - $2.23K
|
26K
$685K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
73+ 0.41% |
$1.81K - $1.99K
|
18.1K
$477K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
71New |
$1.76K - $1.93K
|
71
$1.87K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
64New |
$1.59K - $1.74K
|
64
$1.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
50+ 0.64% |
$1.24K - $1.36K
|
7.83K
$207K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
25New |
$621 - $680
|
25
$660
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
13+ 0.12% |
$323 - $354
|
10.7K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.67% |
$99.4 - $109
|
605
$16K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
3+ 0.04% |
$74.5 - $81.6
|
7.58K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-49- 0.05% |
$1.22K - $1.33K
|
95.8K
$2.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-56- 0.1% |
$1.39K - $1.52K
|
54.5K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-103- 0.26% |
$2.56K - $2.8K
|
39K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-108- 0.6% |
$2.68K - $2.94K
|
18K
$474K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-146- 1.29% |
$3.63K - $3.97K
|
11.2K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-230- 2.03% |
$5.71K - $6.26K
|
11.1K
$293K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-275- 2.0% |
$6.83K - $7.48K
|
13.5K
$356K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-313- 0.81% |
$7.77K - $8.51K
|
38.3K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-467- 0.2% |
$11.6K - $12.7K
|
229K
$6.05M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-470- 0.64% |
$11.7K - $12.8K
|
72.8K
$1.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-744- 1.23% |
$18.5K - $20.2K
|
60K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-750- 0.25% |
$18.6K - $20.4K
|
298K
$7.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-750- 3.04% |
$18.6K - $20.4K
|
23.9K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-784- 2.23% |
$19.5K - $21.3K
|
34.4K
$907K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.1K- 0.15% |
$27.2K - $29.8K
|
751K
$19.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.2K- 12.12% |
$29.8K - $32.6K
|
8.7K
$230K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.26K- 3.04% |
$31.2K - $34.2K
|
40.1K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.3K- 2.5% |
$32.2K - $35.3K
|
50.5K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.45K- 0.77% |
$36.1K - $39.5K
|
186K
$4.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.56K- 8.78% |
$38.7K - $42.4K
|
16.2K
$427K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.69K- 1.83% |
$41.9K - $45.9K
|
90.6K
$2.39M
|