Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Emerging Mk (DFEM)
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 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48K+ 933.34% |
$1.11M - $1.22M
|
53.1K
$1.4M
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
47.6K+ 18.53% |
$1.1M - $1.21M
|
304K
$8.01M
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
46K+ 11.02% |
$1.06M - $1.17M
|
463K
$12.2M
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
42.4K+ 16.04% |
$983K - $1.08M
|
307K
$8.08M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
42.2K+ 60.87% |
$978K - $1.07M
|
112K
$2.94M
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
39.8K+ 6.12% |
$923K - $1.01M
|
690K
$18.2M
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
39.8K+ 12.98% |
$922K - $1.01M
|
346K
$9.12M
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
36.8K+ 13.25% |
$852K - $935K
|
314K
$8.27M
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 7.78% |
$821K - $901K
|
491K
$12.9M
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
33.8K+ 2.87% |
$783K - $860K
|
1.21M
$31.9M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.4K+ 27.73% |
$749K - $823K
|
149K
$3.92M
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
29.8K+ 8.97% |
$691K - $759K
|
363K
$9.54M
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
29.5K+ 21.15% |
$683K - $749K
|
169K
$4.44M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
29.4K+ 53.81% |
$681K - $748K
|
84.1K
$2.21M
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
29.2K+ 85.57% |
$677K - $743K
|
63.4K
$1.67M
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
28.6K+ 4.98% |
$662K - $727K
|
603K
$15.9M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28.1K+ 5.66% |
$650K - $714K
|
525K
$13.8M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
27.5K+ 6.41% |
$636K - $698K
|
456K
$12M
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
27.1K+ 6.29% |
$627K - $688K
|
458K
$12M
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
26.4K+ 363.51% |
$611K - $671K
|
33.6K
$885K
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
26.2K+ 12.96% |
$607K - $667K
|
229K
$6.02M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.1K+ 5.34% |
$581K - $638K
|
495K
$13M
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
24.7K+ 8.09% |
$572K - $628K
|
330K
$8.68M
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
24K+ 31.64% |
$556K - $610K
|
99.9K
$2.63M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
23.6KNew |
$548K - $601K
|
23.6K
$622K
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
23.3K+ 184.1% |
$540K - $592K
|
36K
$946K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21.4KNew |
$496K - $545K
|
21.4K
$564K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.3K+ 13.11% |
$492K - $541K
|
183K
$4.83M
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
20.3KNew |
$470K - $516K
|
20.3K
$534K
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
19.8K+ 33.68% |
$459K - $504K
|
78.6K
$2.07M
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
19.5KNew |
$451K - $496K
|
19.5K
$513K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
18.2KNew |
$422K - $464K
|
18.2K
$480K
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
17.9K+ 18.9% |
$414K - $455K
|
112K
$2.96M
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
17.8K+ 11.23% |
$413K - $453K
|
177K
$4.65M
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
17.1KNew |
$396K - $435K
|
17.1K
$450K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
16.8K+ 42.7% |
$390K - $428K
|
56.3K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.6K+ 255.22% |
$385K - $423K
|
23.1K
$609K
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
16.4K+ 2.27% |
$380K - $418K
|
740K
$19.5M
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16.1K+ 13.04% |
$372K - $409K
|
139K
$3.67M
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
15.7K+ 8.95% |
$363K - $399K
|
191K
$5.02M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.5K+ 129.96% |
$358K - $393K
|
27.4K
$720K
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
14.9KNew |
$344K - $378K
|
14.9K
$391K
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
14.8K+ 9.61% |
$342K - $376K
|
169K
$4.44M
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
14.5K+ 81.02% |
$337K - $370K
|
32.5K
$855K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.5K+ 8.67% |
$336K - $369K
|
182K
$4.79M
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14.4K+ 5.91% |
$334K - $367K
|
258K
$6.8M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.1K+ 22.61% |
$327K - $359K
|
76.6K
$2.02M
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
14K+ 6.09% |
$323K - $355K
|
243K
$6.4M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.8K+ 32.14% |
$320K - $351K
|
56.8K
$1.49M
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
13.7K+ 4.31% |
$317K - $348K
|
331K
$8.71M
|