Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Emerging Mk (DFEM)

DFEM Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q4 2022. 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
Feb 13, 2023 Q4 2022
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
80.6K
New
$1.63M - $1.89M
80.6K $2.06M
Feb 07, 2023 Q4 2022
Wms Partners, LLC

BUY
 -
78.3K
New
$1.58M - $1.84M
78.3K $2M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
74.8K
+ 1091.36%
$1.51M - $1.75M
81.6K $2.09M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
72.2K
+ 288.58%
$1.46M - $1.69M
97.2K $2.48M
Aug 11, 2023 Q4 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
71.9K
+ 8.57%
$1.45M - $1.69M
911K $23.3M
May 28, 2024 Q4 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
65.9K
+ 137.46%
$1.33M - $1.55M
114K $2.91M
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

BUY
 -
65.9K
+ 225.93%
$1.33M - $1.54M
95.1K $2.43M
Feb 10, 2023 Q4 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
65.1K
+ 224.43%
$1.32M - $1.53M
94.1K $2.4M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
62.6K
New
$1.27M - $1.47M
62.6K $1.6M
Jan 12, 2023 Q4 2022
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
62.2K
New
$1.26M - $1.46M
62.2K $1.59M
Mar 10, 2023 Q4 2022
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
59.7K
New
$1.21M - $1.4M
59.7K $1.52M
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
58.4K
+ 270.02%
$1.18M - $1.37M
80K $2.04M
Jan 23, 2023 Q4 2022
Better Wealth, LLC

BUY
 -
58.4K
+ 12.64%
$1.18M - $1.37M
520K $13.3M
Jan 10, 2023 Q4 2022
Apella Capital, LLC

BUY
 -
58.1K
New
$1.17M - $1.36M
58.1K $1.48M
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
57K
+ 189.65%
$1.15M - $1.34M
87.1K $2.23M
Feb 06, 2023 Q4 2022
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
55.2K
New
$1.12M - $1.29M
55.2K $1.41M
Feb 14, 2023 Q4 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
53.1K
+ 98.91%
$1.07M - $1.24M
107K $2.73M
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
51.3K
+ 12.45%
$1.04M - $1.2M
464K $11.8M
Mar 14, 2023 Q4 2022
Awm Capital, LLC

BUY
 -
47.6K
+ 6.8%
$962K - $1.12M
747K $19.1M
Feb 15, 2023 Q4 2022
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
47K
New
$949K - $1.1M
47K $1.2M
Feb 14, 2023 Q4 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
45.6K
New
$921K - $1.07M
45.6K $1.16M
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

BUY
 -
40.7K
New
$822K - $953K
40.7K $1.04M
Jan 30, 2023 Q4 2022
Bcr Wealth Strategies, LLC

BUY
 -
39.9K
+ 73.33%
$807K - $936K
94.4K $2.41M
Feb 06, 2023 Q4 2022
Lutz Financial Services LLC

BUY
 -
39.8K
New
$804K - $933K
39.8K $1.02M
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
39.6K
+ 1256.47%
$801K - $929K
42.8K $1.09M
Feb 03, 2023 Q4 2022
Gradient Capital Advisors, LLC

BUY
 -
38.5K
+ 59.19%
$777K - $901K
103K $2.64M
Feb 13, 2023 Q4 2022
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
38.3K
New
$773K - $897K
38.3K $977K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
38.3K
New
$773K - $897K
38.3K $977K
Feb 10, 2023 Q4 2022
Stordahl Capital Management, Inc.

BUY
 -
38.1K
+ 8.26%
$771K - $894K
500K $12.8M
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
38K
New
$769K - $892K
38K $972K
Feb 10, 2023 Q4 2022
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
31.2K
+ 104.78%
$630K - $731K
61K $1.56M
Feb 14, 2023 Q4 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
30.1K
New
$608K - $705K
30.1K $768K
Feb 02, 2023 Q4 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
30K
+ 46.48%
$605K - $702K
94.4K $2.41M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
27.7K
New
$560K - $649K
27.7K $708K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
26K
New
$526K - $610K
26K $665K
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
24.1K
+ 20.81%
$487K - $565K
140K $3.57M
Feb 10, 2023 Q4 2022
Claris Advisors, LLC

BUY
 -
24K
New
$484K - $561K
24K $612K
Jan 24, 2023 Q4 2022
Sol Capital Management CO

BUY
 -
22.3K
New
$451K - $523K
22.3K $570K
Feb 08, 2023 Q4 2022
Brainard Capital Management LLC

Austin, TX
BUY
 -
21.1K
New
$427K - $496K
21.1K $540K
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
21K
New
$424K - $492K
21K $537K
Feb 06, 2023 Q4 2022
Savant Capital, LLC

BUY
 -
20.2K
New
$408K - $473K
20.2K $516K
Feb 10, 2023 Q4 2022
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
20.1K
New
$406K - $471K
20.1K $514K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
20.1K
New
$405K - $470K
20.1K $512K
Feb 13, 2023 Q4 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
20K
+ 45.77%
$403K - $468K
63.6K $1.62M
Jan 20, 2023 Q4 2022
Shearwater Capital LLC

BUY
 -
19.9K
+ 50.5%
$402K - $466K
59.3K $1.51M
Feb 14, 2023 Q4 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
19.7K
+ 119.69%
$399K - $462K
36.2K $925K
Jul 28, 2023 Q4 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
19.5K
+ 27.44%
$395K - $458K
90.7K $2.32M
Feb 03, 2023 Q4 2022
Morling Financial Advisors, LLC

BUY
 -
18.9K
New
$383K - $444K
18.9K $484K
Sep 05, 2023 Q4 2022
Meritas Wealth Management, LLC

Larkspur, CA
BUY
 -
18.1K
New
$366K - $424K
18.1K $462K

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