Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Emerging Mk (DFEM)

DFEM Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q3 2023. 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 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
1.4M
+ 11.53%
$32.4M - $35.6M
13.5M $356M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
918K
+ 1805.63%
$21.3M - $23.3M
969K $25.5M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
536K
New
$12.4M - $13.6M
536K $14.1M
Nov 08, 2023 Q3 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
524K
New
$12.1M - $13.3M
524K $13.8M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
403K
+ 155.28%
$9.33M - $10.2M
662K $17.4M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
398K
+ 9.9%
$9.21M - $10.1M
4.42M $116M
Oct 19, 2023 Q3 2023
Jgp Wealth Management, LLC

BUY
 -
356K
New
$8.23M - $9.04M
356K $9.36M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
330K
+ 81.45%
$7.64M - $8.39M
735K $19.3M
Nov 09, 2023 Q3 2023
Truepoint, Inc.

BUY
 -
324K
+ 12.1%
$7.5M - $8.24M
3M $79M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
305K
+ 854.4%
$7.07M - $7.77M
341K $8.98M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
225K
+ 156.28%
$5.22M - $5.73M
370K $9.73M
Jun 06, 2024 Q3 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
222K
+ 18.69%
$5.13M - $5.64M
1.41M $37.1M
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
189K
+ 8.53%
$4.37M - $4.8M
2.4M $63.2M
Oct 11, 2023 Q3 2023
Sageworth Trust CO

BUY
 -
173K
+ 200.13%
$4.01M - $4.4M
260K $6.84M
Nov 13, 2023 Q3 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
168K
+ 12.46%
$3.89M - $4.27M
1.51M $39.9M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
147K
New
$3.41M - $3.75M
147K $3.88M
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
144K
New
$3.35M - $3.67M
144K $3.8M
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
144K
+ 32.0%
$3.32M - $3.65M
592K $15.6M
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

BUY
 -
136K
+ 14.64%
$3.16M - $3.47M
1.07M $28.1M
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
134K
+ 94.82%
$3.09M - $3.4M
275K $7.22M
Oct 17, 2023 Q3 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
127K
New
$2.94M - $3.23M
127K $3.35M
Oct 23, 2023 Q3 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
126K
+ 17.41%
$2.92M - $3.21M
850K $22.4M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
126K
New
$2.91M - $3.19M
126K $3.31M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
122K
+ 56.32%
$2.82M - $3.09M
337K $8.88M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
118K
+ 568.78%
$2.74M - $3.01M
139K $3.66M
Oct 25, 2023 Q3 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
116K
+ 662.04%
$2.69M - $2.96M
134K $3.52M
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
97.9K
+ 5.18%
$2.27M - $2.49M
1.99M $52.3M
Oct 25, 2023 Q3 2023
Life Guide Financial Advisors, LLC

BUY
 -
96.8K
New
$2.24M - $2.46M
96.8K $2.55M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
93.5K
+ 5.76%
$2.16M - $2.38M
1.72M $45.2M
Oct 30, 2023 Q3 2023
Oakwell Private Wealth Management, LLC

BUY
 -
90.8K
+ 12.84%
$2.1M - $2.31M
798K $21M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
86.7K
+ 13.01%
$2.01M - $2.2M
753K $19.8M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
86.3K
+ 40.44%
$2M - $2.2M
300K $7.89M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
82.5K
New
$1.91M - $2.1M
82.5K $2.17M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
81.1K
+ 661.64%
$1.88M - $2.06M
93.3K $2.46M
Nov 14, 2023 Q3 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
80.4K
+ 187.92%
$1.86M - $2.05M
123K $3.24M
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
80.2K
+ 26.14%
$1.86M - $2.04M
387K $10.2M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
76.3K
+ 10.21%
$1.77M - $1.94M
824K $21.7M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
75.1K
+ 58.87%
$1.74M - $1.91M
203K $5.34M
Nov 01, 2023 Q3 2023
Mattern Wealth Management LLC

BUY
 -
74.4K
New
$1.72M - $1.89M
74.4K $1.96M
Nov 07, 2023 Q3 2023
Awm Capital, LLC

BUY
 -
74.3K
+ 7.82%
$1.72M - $1.89M
1.02M $27M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
70.4K
New
$1.63M - $1.79M
70.4K $1.85M
Oct 16, 2023 Q3 2023
Enzi Wealth

Austin, TX
BUY
 -
66.3K
+ 119.24%
$1.54M - $1.69M
122K $3.21M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
65.7K
+ 17.32%
$1.52M - $1.67M
445K $11.7M
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
65.2K
+ 7.53%
$1.51M - $1.66M
932K $24.5M
Nov 01, 2023 Q3 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
64.1K
+ 8.62%
$1.48M - $1.63M
808K $21.3M
Nov 03, 2023 Q3 2023
Heritage Investment Group, Inc.

BUY
 -
62.6K
+ 30.55%
$1.45M - $1.59M
267K $7.04M
Oct 25, 2023 Q3 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
54.4K
+ 23.8%
$1.26M - $1.38M
283K $7.45M
Jun 25, 2024 Q3 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
52.1K
+ 18.4%
$1.21M - $1.33M
336K $8.83M
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
49.1K
+ 30.41%
$1.14M - $1.25M
211K $5.54M

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