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 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
25.8K+ 6.67% |
$527K - $621K
|
412K
$10.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25KNew |
$511K - $602K
|
25K
$658K
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
24.6KNew |
$503K - $592K
|
24.6K
$648K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
24.1K+ 117.23% |
$492K - $579K
|
44.6K
$1.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
23.8KNew |
$486K - $572K
|
23.8K
$626K
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
23KNew |
$470K - $553K
|
23K
$606K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
21.6K+ 97.79% |
$441K - $519K
|
43.7K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
18.7KNew |
$382K - $450K
|
18.7K
$492K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18.7K+ 180.48% |
$382K - $449K
|
29K
$764K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17.9KNew |
$366K - $431K
|
17.9K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.6KNew |
$361K - $424K
|
17.6K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
17.6K+ 655.82% |
$360K - $423K
|
20.3K
$534K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16.5KNew |
$336K - $396K
|
16.5K
$433K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15.9KNew |
$324K - $381K
|
15.9K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$229K - $269K
|
11.2K
$295K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$225K - $264K
|
11K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
10.9K+ 53.84% |
$223K - $262K
|
31.1K
$820K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$221K - $260K
|
10.8K
$285K
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$215K - $253K
|
10.5K
$277K
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.82K+ 15.85% |
$180K - $212K
|
64.5K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.85KNew |
$140K - $165K
|
6.85K
$180K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.38KNew |
$130K - $153K
|
6.38K
$168K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.5K+ 13.17% |
$91.9K - $108K
|
38.6K
$1.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 279.09% |
$47.5K - $55.8K
|
3.15K
$83K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.6KNew |
$32.6K - $38.4K
|
1.6K
$42K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
581New |
$11.9K - $14K
|
581
$15.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
110+ 0.67% |
$2.25K - $2.65K
|
16.5K
$434K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
90New |
$1.84K - $2.16K
|
90
$2.37K
|
|
|
Oct 14, 2022
Q3 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
80+ 15.69% |
$1.64K - $1.92K
|
590
$15.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-9.51K- 55.75% |
$194K - $229K
|
7.55K
$199K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12K- 88.79% |
$246K - $290K
|
1.52K
$40K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-21.2K- 48.55% |
$433K - $510K
|
22.5K
$591K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-61.7K- 58.68% |
$1.26M - $1.48M
|
43.5K
$1.14M
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-68.6K- 26.38% |
$1.4M - $1.65M
|
191K
$5.04M
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-80.9K- 8.8% |
$1.65M - $1.95M
|
839K
$22.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-187K- 89.66% |
$3.83M - $4.51M
|
21.6K
$569K
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-848K- 95.11% |
$17.3M - $20.4M
|
43.6K
$1.15M
|