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
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2K+ 7.37% |
$46.3K - $50.9K
|
29.2K
$767K
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.89K+ 7.19% |
$43.7K - $48K
|
28.1K
$741K
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
BUY
|
- |
1.76K+ 2.37% |
$40.6K - $44.6K
|
75.9K
$2M
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.69K+ 1.0% |
$39K - $42.8K
|
171K
$4.49M
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.63K+ 14.31% |
$37.7K - $41.4K
|
13K
$342K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.6KNew |
$37.1K - $40.8K
|
1.6K
$42.2K
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.6K+ 3.09% |
$37.1K - $40.7K
|
53.5K
$1.41M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.41KNew |
$32.7K - $35.9K
|
1.41K
$37.2K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.37KNew |
$31.7K - $34.8K
|
1.37K
$36K
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.27K+ 1.86% |
$29.3K - $32.2K
|
69.3K
$1.82M
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.13K+ 0.39% |
$26.1K - $28.6K
|
291K
$7.66M
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.13K+ 0.39% |
$26.1K - $28.6K
|
291K
$7.66M
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.1K+ 3.69% |
$25.6K - $28.1K
|
31K
$816K
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
992+ 1.53% |
$23K - $25.2K
|
65.7K
$1.73M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
844New |
$19.5K - $21.5K
|
844
$22.2K
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
822+ 40.12% |
$19K - $20.9K
|
2.87K
$75.6K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
676+ 1.74% |
$15.7K - $17.2K
|
39.6K
$1.04M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
560New |
$13K - $14.2K
|
560
$14.7K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
556+ 2.45% |
$12.9K - $14.1K
|
23.2K
$612K
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
538+ 0.33% |
$12.5K - $13.7K
|
165K
$4.33M
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
501+ 1.5% |
$11.6K - $12.7K
|
33.8K
$890K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
450+ 11.39% |
$10.4K - $11.4K
|
4.4K
$116K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
413+ 45.53% |
$9.57K - $10.5K
|
1.32K
$34.7K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
388+ 3.23% |
$8.99K - $9.87K
|
12.4K
$326K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
371New |
$8.59K - $9.43K
|
371
$9.76K
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
350+ 4.01% |
$8.11K - $8.9K
|
9.08K
$239K
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
245+ 0.54% |
$5.67K - $6.23K
|
45.7K
$1.2M
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
210+ 1.44% |
$4.86K - $5.34K
|
14.8K
$390K
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
182+ 1.78% |
$4.22K - $4.63K
|
10.4K
$274K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
178+ 0.93% |
$4.12K - $4.53K
|
19.3K
$509K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
177New |
$4.1K - $4.5K
|
177
$4.66K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
170+ 0.97% |
$3.94K - $4.32K
|
17.7K
$467K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
70+ 77.78% |
$1.62K - $1.78K
|
160
$4.21K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
48+ 2.07% |
$1.11K - $1.22K
|
2.36K
$62.2K
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 1.19% |
$162 - $178
|
597
$15.7K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$69.5 - $76.3
|
16.6K
$438K
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-91- 0.45% |
$2.11K - $2.31K
|
20.1K
$530K
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-118- 0.07% |
$2.73K - $3K
|
169K
$4.44M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-131- 0.52% |
$3.03K - $3.33K
|
25.2K
$664K
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-156- 0.19% |
$3.61K - $3.97K
|
80.2K
$2.11M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-372- 0.78% |
$8.62K - $9.46K
|
47.5K
$1.25M
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-394- 2.98% |
$9.13K - $10K
|
12.8K
$337K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-459- 2.69% |
$10.6K - $11.7K
|
16.6K
$436K
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-575- 0.32% |
$13.3K - $14.6K
|
181K
$4.75M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-585- 1.26% |
$13.5K - $14.9K
|
45.7K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-967- 1.54% |
$22.4K - $24.6K
|
61.6K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-978- 2.58% |
$22.7K - $24.9K
|
37K
$973K
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.01K- 3.78% |
$23.4K - $25.7K
|
25.7K
$675K
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.05K- 0.5% |
$24.4K - $26.8K
|
210K
$5.53M
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.12K- 11.15% |
$26K - $28.5K
|
8.94K
$235K
|