Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Emerging Mk (DFEM)
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 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
18.1K+ 89.11% |
$365K - $423K
|
38.3K
$979K
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
16.6KNew |
$335K - $388K
|
16.6K
$423K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.5K+ 16.5% |
$334K - $387K
|
117K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
16.3KNew |
$329K - $382K
|
16.3K
$417K
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
16.2K+ 36.25% |
$327K - $379K
|
60.8K
$1.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
14.4KNew |
$291K - $338K
|
14.4K
$368K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
13.9KNew |
$280K - $325K
|
13.9K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
13.7KNew |
$278K - $322K
|
13.7K
$351K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
13.2K+ 5.94% |
$267K - $310K
|
236K
$6.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
12.8KNew |
$260K - $301K
|
12.8K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12.2KNew |
$247K - $287K
|
12.2K
$312K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12KNew |
$243K - $281K
|
12K
$307K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
11.9KNew |
$241K - $280K
|
11.9K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.8KNew |
$239K - $277K
|
11.8K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$230K - $266K
|
11.4K
$290K
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
11.1KNew |
$223K - $259K
|
11.1K
$282K
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
10.8KNew |
$219K - $253K
|
10.8K
$276K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.2KNew |
$206K - $239K
|
10.2K
$261K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.2K+ 3.63% |
$206K - $239K
|
292K
$7.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.1KNew |
$205K - $238K
|
10.1K
$259K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
9.92K+ 22.82% |
$200K - $232K
|
53.4K
$1.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.9KNew |
$200K - $232K
|
9.9K
$253K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.79KNew |
$198K - $229K
|
9.79K
$250K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.03KNew |
$182K - $212K
|
9.03K
$231K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
8.21KNew |
$166K - $192K
|
8.21K
$210K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
7.95KNew |
$161K - $186K
|
7.95K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
7.58K+ 474.58% |
$153K - $178K
|
9.18K
$234K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6.56K+ 27.57% |
$133K - $154K
|
30.4K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6.27KNew |
$127K - $147K
|
6.27K
$160K
|
|
|
Jan 13, 2023
Q4 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
5.97K+ 1011.86% |
$121K - $140K
|
6.56K
$168K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.4K+ 5401.0% |
$109K - $127K
|
5.5K
$141K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.76K+ 10.28% |
$76K - $88.1K
|
40.3K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.56K+ 1.99% |
$71.8K - $83.3K
|
182K
$4.65M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.63K+ 16.0% |
$53.2K - $61.7K
|
19.1K
$488K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 13.38% |
$48.4K - $56.2K
|
20.3K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.89K+ 3.85% |
$38.1K - $44.2K
|
50.9K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.6KNew |
$32.4K - $37.6K
|
1.6K
$41K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
546+ 3.09% |
$11K - $12.8K
|
18.2K
$465K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
367New |
$7.42K - $8.6K
|
367
$9.38K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
197New |
$3.98K - $4.62K
|
197
$5.03K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
51New |
$1.03K - $1.2K
|
51
$1.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
35New |
$707 - $820
|
35
$894
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.69% |
$80.8 - $93.8
|
585
$14.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.03K- 7.32% |
$20.7K - $24K
|
13K
$332K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.5K- 19.82% |
$30.3K - $35.1K
|
6.06K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.58K- 8.29% |
$52.2K - $60.5K
|
28.6K
$730K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-12.1K- 31.34% |
$245K - $284K
|
26.5K
$678K
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-18.4K- 5.75% |
$372K - $432K
|
302K
$7.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-29.8K- 32.41% |
$602K - $698K
|
62.1K
$1.59M
|