Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
1.08MNew |
$27.3M - $30.8M
|
1.08M
$28.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
726K+ 113.24% |
$18.3M - $20.7M
|
1.37M
$36.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
514K+ 14.96% |
$13M - $14.6M
|
3.95M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
494K+ 528.31% |
$12.5M - $14.1M
|
588K
$15.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
493K+ 3.27% |
$12.4M - $14M
|
15.6M
$412M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
427K+ 70.46% |
$10.8M - $12.1M
|
1.03M
$27.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
402K+ 74.77% |
$10.1M - $11.4M
|
940K
$24.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
309K+ 133.1% |
$7.8M - $8.81M
|
542K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
302K+ 5.52% |
$7.6M - $8.58M
|
5.76M
$153M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
245KNew |
$6.18M - $6.98M
|
245K
$6.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
238K+ 215.56% |
$6M - $6.77M
|
348K
$9.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
226K+ 17.1% |
$5.7M - $6.44M
|
1.55M
$41M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
218K+ 10.82% |
$5.5M - $6.21M
|
2.23M
$59.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
204K+ 4.82% |
$5.15M - $5.81M
|
4.44M
$118M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
193K+ 88.09% |
$4.88M - $5.51M
|
413K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
187K+ 51.07% |
$4.71M - $5.32M
|
553K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
176K+ 7.98% |
$4.43M - $5M
|
2.38M
$63M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
169K+ 263.31% |
$4.26M - $4.81M
|
233K
$6.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
167K+ 6.79% |
$4.2M - $4.74M
|
2.62M
$69.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
143K+ 17.08% |
$3.61M - $4.07M
|
980K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
135K+ 51.19% |
$3.41M - $3.85M
|
400K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
124KNew |
$3.14M - $3.54M
|
124K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
112K+ 11.54% |
$2.82M - $3.18M
|
1.08M
$28.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 8.65% |
$2.81M - $3.17M
|
1.4M
$37.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
111K+ 7.8% |
$2.81M - $3.17M
|
1.54M
$40.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
102K+ 847.34% |
$2.57M - $2.9M
|
114K
$3.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
101K+ 9.31% |
$2.55M - $2.88M
|
1.19M
$31.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
97.4K+ 17.63% |
$2.46M - $2.77M
|
650K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
96.2K+ 8.09% |
$2.42M - $2.74M
|
1.28M
$34M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
94.7KNew |
$2.39M - $2.7M
|
94.7K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91.5K+ 21.58% |
$2.31M - $2.6M
|
516K
$13.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
84.5K+ 3.76% |
$2.13M - $2.4M
|
2.33M
$61.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
83K+ 3.78% |
$2.09M - $2.36M
|
2.28M
$60.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
80.1K+ 14.94% |
$2.02M - $2.28M
|
616K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
79.8K+ 69.27% |
$2.01M - $2.27M
|
195K
$5.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
77.8K+ 7.59% |
$1.96M - $2.21M
|
1.1M
$29.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
73.5K+ 18.33% |
$1.85M - $2.09M
|
475K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.5K+ 13.86% |
$1.83M - $2.06M
|
595K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
68.8K+ 11.23% |
$1.73M - $1.96M
|
681K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
65.5K+ 128.63% |
$1.65M - $1.86M
|
116K
$3.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
63.9K+ 11.81% |
$1.61M - $1.82M
|
605K
$16M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
60.8K+ 9.17% |
$1.53M - $1.73M
|
724K
$19.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
59.3K+ 13.96% |
$1.49M - $1.69M
|
484K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
58.4K+ 8.34% |
$1.47M - $1.66M
|
759K
$20.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
58.2K+ 79.18% |
$1.47M - $1.66M
|
132K
$3.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
55.9K+ 24.88% |
$1.41M - $1.59M
|
281K
$7.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
55.2K+ 3.29% |
$1.39M - $1.57M
|
1.73M
$46M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
51.3K+ 4.71% |
$1.29M - $1.46M
|
1.14M
$30.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
50.1K+ 9.03% |
$1.26M - $1.43M
|
606K
$16M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
50.1K+ 12.88% |
$1.26M - $1.43M
|
439K
$11.6M
|