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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
6.64K+ 4.76% |
$167K - $189K
|
146K
$3.86M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.57K+ 28.69% |
$166K - $187K
|
29.5K
$777K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6.52K+ 6.62% |
$164K - $186K
|
105K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.22K+ 7.62% |
$157K - $177K
|
87.7K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.07K+ 8.21% |
$153K - $173K
|
80K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.86KNew |
$148K - $167K
|
5.86K
$155K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.78K+ 1.35% |
$146K - $164K
|
433K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5.34K+ 0.71% |
$135K - $152K
|
756K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
5.12K+ 3.89% |
$129K - $146K
|
137K
$3.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
4.98K+ 49.69% |
$125K - $142K
|
15K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.92KNew |
$124K - $140K
|
4.92K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.79K+ 106.05% |
$121K - $136K
|
9.3K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.7KNew |
$119K - $134K
|
4.7K
$124K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.5KNew |
$113K - $128K
|
4.5K
$119K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.36K+ 18.63% |
$110K - $124K
|
27.7K
$732K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.31K+ 6.55% |
$109K - $123K
|
70.2K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.11K+ 1.15% |
$104K - $117K
|
362K
$9.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.1K+ 7.51% |
$103K - $117K
|
58.6K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.04K+ 8.0% |
$102K - $115K
|
54.6K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
4.01K+ 5.5% |
$101K - $114K
|
76.9K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
4K+ 1.25% |
$101K - $114K
|
324K
$8.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
3.89K+ 0.78% |
$98.1K - $111K
|
506K
$13.3M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.81K+ 0.75% |
$96.2K - $109K
|
510K
$13.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.59K+ 18.51% |
$90.5K - $102K
|
23K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.48K+ 15.5% |
$87.6K - $98.9K
|
25.9K
$683K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.35K+ 1.12% |
$84.5K - $95.3K
|
302K
$7.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.05K+ 3.51% |
$76.8K - $86.7K
|
89.7K
$2.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.97K+ 6.64% |
$75K - $84.6K
|
47.8K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.92K+ 4.78% |
$73.5K - $83K
|
63.9K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.8K+ 0.42% |
$70.7K - $79.8K
|
669K
$17.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.69K+ 2.84% |
$67.9K - $76.6K
|
97.7K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.67K+ 4.18% |
$67.2K - $75.9K
|
66.5K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
2.4K+ 1.25% |
$60.6K - $68.4K
|
194K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.35K+ 7.65% |
$59.2K - $66.9K
|
33.1K
$872K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.24K+ 12.94% |
$56.4K - $63.7K
|
19.5K
$515K
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
2.14K+ 0.45% |
$54K - $61K
|
479K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.12K+ 9.6% |
$53.3K - $60.2K
|
24.1K
$637K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 7.57% |
$51.6K - $58.2K
|
29.1K
$767K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.04K+ 2.03% |
$51.4K - $58K
|
102K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2K+ 1.49% |
$50.3K - $56.8K
|
136K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.81K+ 1.09% |
$45.6K - $51.5K
|
167K
$4.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 2.98% |
$45K - $50.8K
|
61.8K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.76K+ 5.49% |
$44.4K - $50.1K
|
33.8K
$893K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.68K+ 6.85% |
$42.5K - $47.9K
|
26.3K
$693K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.63K+ 5.08% |
$41.2K - $46.5K
|
33.8K
$891K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.6K+ 20.46% |
$40.4K - $45.6K
|
9.44K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.6KNew |
$40.4K - $45.6K
|
1.6K
$42.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.53K+ 0.1% |
$38.6K - $43.6K
|
1.58M
$41.6M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.4K+ 20.7% |
$35.3K - $39.9K
|
8.17K
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.3K+ 3.2% |
$32.6K - $36.9K
|
41.8K
$1.1M
|