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
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.26K+ 1.38% |
$31.9K - $36K
|
93.1K
$2.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.25K+ 2.98% |
$31.5K - $35.5K
|
43.2K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.25K+ 7.15% |
$31.4K - $35.4K
|
18.7K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.2K+ 5.97% |
$30.4K - $34.3K
|
21.4K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.11K+ 3.22% |
$27.9K - $31.4K
|
35.5K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$27.2K - $30.7K
|
1.08K
$28.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 4.23% |
$26.1K - $29.5K
|
25.5K
$673K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
980+ 7.37% |
$24.7K - $27.9K
|
14.3K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
979+ 1.43% |
$24.7K - $27.9K
|
69.4K
$1.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
960+ 98.06% |
$24.2K - $27.3K
|
1.94K
$51.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
846New |
$21.3K - $24.1K
|
846
$22.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
833+ 2.14% |
$21K - $23.7K
|
39.8K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
832New |
$21K - $23.7K
|
832
$22K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
797+ 10.52% |
$20.1K - $22.7K
|
8.37K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
736+ 9.51% |
$18.6K - $20.9K
|
8.47K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
600+ 3.4% |
$15.1K - $17.1K
|
18.3K
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
504+ 2.67% |
$12.7K - $14.3K
|
19.3K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
484+ 2.35% |
$12.2K - $13.8K
|
21K
$555K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
454+ 0.41% |
$11.4K - $12.9K
|
111K
$2.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
379+ 10.63% |
$9.55K - $10.8K
|
3.94K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
375+ 1.58% |
$9.45K - $10.7K
|
24.1K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
272+ 3.43% |
$6.86K - $7.74K
|
8.21K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
261+ 2.61% |
$6.58K - $7.43K
|
10.3K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
153New |
$3.86K - $4.35K
|
153
$4.04K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
152+ 0.6% |
$3.83K - $4.33K
|
25.4K
$669K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
141+ 5.85% |
$3.55K - $4.01K
|
2.55K
$67.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
116+ 0.05% |
$2.92K - $3.3K
|
253K
$6.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
100+ 0.55% |
$2.52K - $2.85K
|
18.2K
$479K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
98+ 138.03% |
$2.47K - $2.79K
|
169
$4.46K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
66+ 0.27% |
$1.66K - $1.88K
|
24.7K
$652K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 18.66% |
$1.26K - $1.42K
|
318
$8.39K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
43+ 0.16% |
$1.08K - $1.22K
|
26.5K
$700K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
40+ 0.15% |
$1.01K - $1.14K
|
27.3K
$721K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
39+ 0.05% |
$983 - $1.11K
|
81.7K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38New |
$958 - $1.08K
|
38
$1K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29+ 0.16% |
$731 - $825
|
17.7K
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23+ 0.08% |
$580 - $655
|
27.6K
$727K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18+ 0.05% |
$454 - $512
|
38.3K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
16+ 0.15% |
$403 - $455
|
10.7K
$284K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
14+ 0.09% |
$353 - $398
|
15.2K
$401K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7+ 0.01% |
$176 - $199
|
54.4K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.05% |
$126 - $142
|
9.43K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5- 2.06% |
$126 - $142
|
238
$6.28K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-8- 0.03% |
$202 - $228
|
30.6K
$807K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.06% |
$227 - $256
|
15.3K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-27- 2.88% |
$681 - $768
|
911
$24K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-42- 12.28% |
$1.06K - $1.2K
|
300
$7.92K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-51- 0.27% |
$1.29K - $1.45K
|
18.8K
$495K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 0.66% |
$1.84K - $2.08K
|
11K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-123- 0.76% |
$3.1K - $3.5K
|
16.1K
$424K
|