Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
1.23MNew |
$25.1M - $29.5M
|
1.23M
$32.3M
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.2M+ 660.67% |
$24.6M - $28.9M
|
1.39M
$36.5M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
891KNew |
$18.2M - $21.4M
|
891K
$23.5M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
761KNew |
$15.5M - $18.3M
|
761K
$20M
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
700KNew |
$14.3M - $16.8M
|
700K
$18.4M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
643K+ 42.71% |
$13.1M - $15.5M
|
2.15M
$56.5M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
545K+ 19.96% |
$11.1M - $13.1M
|
3.27M
$86.2M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
421KNew |
$8.6M - $10.1M
|
421K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
369KNew |
$7.55M - $8.88M
|
369K
$9.72M
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
332K+ 65.19% |
$6.79M - $7.99M
|
842K
$22.2M
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
290K+ 121.9% |
$5.93M - $6.98M
|
528K
$13.9M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
281KNew |
$5.75M - $6.77M
|
281K
$7.4M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
258K+ 188.57% |
$5.28M - $6.21M
|
395K
$10.4M
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
241K+ 262.53% |
$4.92M - $5.79M
|
332K
$8.74M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
238KNew |
$4.87M - $5.73M
|
238K
$6.27M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
222KNew |
$4.55M - $5.35M
|
222K
$5.85M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
209K+ 1380.18% |
$4.28M - $5.03M
|
224K
$5.91M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
201K+ 18.29% |
$4.12M - $4.84M
|
1.3M
$34.3M
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
191K+ 70.45% |
$3.9M - $4.59M
|
462K
$12.2M
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
179KNew |
$3.65M - $4.3M
|
179K
$4.7M
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
128K+ 93.35% |
$2.62M - $3.08M
|
265K
$6.98M
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
121K+ 377.71% |
$2.48M - $2.92M
|
153K
$4.04M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
116KNew |
$2.37M - $2.78M
|
116K
$3.05M
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
100KNew |
$2.05M - $2.41M
|
100K
$2.63M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
99.5K+ 177.41% |
$2.03M - $2.39M
|
156K
$4.09M
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
91.2KNew |
$1.86M - $2.19M
|
91.2K
$2.4M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91K+ 737.82% |
$1.86M - $2.19M
|
103K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
BUY
|
- |
80.6KNew |
$1.65M - $1.94M
|
80.6K
$2.12M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
77.5KNew |
$1.58M - $1.86M
|
77.5K
$2.04M
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
77KNew |
$1.57M - $1.85M
|
77K
$2.03M
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
71.2KNew |
$1.45M - $1.71M
|
71.2K
$1.87M
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
67.4K+ 26.66% |
$1.38M - $1.62M
|
320K
$8.43M
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
67K+ 297.41% |
$1.37M - $1.61M
|
89.6K
$2.36M
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
56.1KNew |
$1.15M - $1.35M
|
56.1K
$1.48M
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
55.4K+ 351.97% |
$1.13M - $1.33M
|
71.1K
$1.87M
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
50.3K+ 1215.02% |
$1.03M - $1.21M
|
54.5K
$1.43M
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
49KNew |
$1M - $1.18M
|
49K
$1.29M
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
BUY
|
- |
39.4KNew |
$805K - $947K
|
39.4K
$1.04M
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
39.3K+ 153.6% |
$804K - $946K
|
65K
$1.71M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
38.6KNew |
$788K - $928K
|
38.6K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
38.1K+ 35.69% |
$778K - $915K
|
145K
$3.81M
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
36.6KNew |
$748K - $880K
|
36.6K
$963K
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
35.5K+ 63.03% |
$727K - $855K
|
91.9K
$2.42M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
34.7K+ 262.66% |
$710K - $835K
|
48K
$1.26M
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
33.7K+ 168.36% |
$688K - $809K
|
53.6K
$1.41M
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
BUY
|
- |
33.1K+ 7.73% |
$677K - $797K
|
462K
$12.2M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
30.1KNew |
$615K - $723K
|
30.1K
$792K
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
29.8KNew |
$608K - $716K
|
29.8K
$783K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29.2KNew |
$596K - $701K
|
29.2K
$768K
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
26.8KNew |
$547K - $644K
|
26.8K
$704K
|