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 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-176- 2.28% |
$4.44K - $5.01K
|
7.56K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-252- 1.99% |
$6.35K - $7.17K
|
12.4K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-335- 1.27% |
$8.45K - $9.53K
|
26K
$687K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-473- 5.21% |
$11.9K - $13.5K
|
8.61K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-510- 1.96% |
$12.9K - $14.5K
|
25.5K
$672K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-666- 4.23% |
$16.8K - $19K
|
15.1K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-845- 5.1% |
$21.3K - $24K
|
15.7K
$415K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-886- 64.81% |
$22.3K - $25.2K
|
481
$12.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-977- 2.44% |
$24.6K - $27.8K
|
39.1K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 0.87% |
$25.2K - $28.5K
|
114K
$3M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.03K- 1.14% |
$26K - $29.4K
|
89.6K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-1.33K- 1.75% |
$33.4K - $37.7K
|
74.4K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.52K- 1.23% |
$38.3K - $43.2K
|
122K
$3.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.66K- 9.25% |
$41.9K - $47.3K
|
16.3K
$430K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.93K- 14.29% |
$48.6K - $54.8K
|
11.6K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.14K- 3.58% |
$54.1K - $61K
|
57.8K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.25K- 0.98% |
$56.8K - $64.1K
|
227K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.68K- 2.79% |
$67.4K - $76.1K
|
93.2K
$2.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.85K- 3.13% |
$71.8K - $81.1K
|
88.2K
$2.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.27K- 25.59% |
$82.4K - $93K
|
9.51K
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.36K- 0.74% |
$84.7K - $95.6K
|
448K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.61K- 19.45% |
$91K - $103K
|
15K
$395K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-4.25K- 5.35% |
$107K - $121K
|
75.2K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.26K- 17.6% |
$107K - $121K
|
19.9K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-5.51K- 1.56% |
$139K - $157K
|
349K
$9.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.32K- 1.35% |
$159K - $180K
|
462K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-6.49K- 0.95% |
$164K - $185K
|
680K
$17.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-6.81K- 9.47% |
$172K - $194K
|
65.2K
$1.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-11.1K- 46.37% |
$280K - $316K
|
12.8K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-12.5K- 46.93% |
$316K - $356K
|
14.2K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.8K- 12.66% |
$373K - $421K
|
102K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.9K- 3.98% |
$477K - $538K
|
456K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-22.4K- 18.34% |
$564K - $637K
|
99.7K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-22.6K- 5.54% |
$570K - $643K
|
385K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-28K- 12.48% |
$706K - $797K
|
197K
$5.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-29.2K- 15.5% |
$736K - $831K
|
159K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-34.3K- 5.22% |
$866K - $977K
|
624K
$16.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-37.5K- 46.73% |
$945K - $1.07M
|
42.8K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-39.6K- 20.92% |
$997K - $1.13M
|
150K
$3.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-43.9K- 31.05% |
$1.11M - $1.25M
|
97.4K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-45.8K- 2.42% |
$1.15M - $1.3M
|
1.85M
$48.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-57.1K- 4.8% |
$1.44M - $1.62M
|
1.13M
$29.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-121K- 9.3% |
$3.05M - $3.44M
|
1.18M
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-122K- 59.03% |
$3.08M - $3.48M
|
84.8K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-168K- 90.23% |
$4.24M - $4.78M
|
18.2K
$480K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-187K- 43.51% |
$4.71M - $5.31M
|
242K
$6.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-190K- 37.59% |
$4.79M - $5.41M
|
315K
$8.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-203K- 51.19% |
$5.12M - $5.78M
|
194K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-244K- 45.81% |
$6.14M - $6.93M
|
288K
$7.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-389K- 73.31% |
$9.82M - $11.1M
|
142K
$3.74M
|