Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.42M+ 260.02% |
$54.2M - $60.5M
|
3.35M
$88.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.02M+ 14.89% |
$45.1M - $50.3M
|
15.6M
$412M
|
|
|
Feb 14, 2024
Q4 2023
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
1.23MNew |
$27.6M - $30.8M
|
1.23M
$32.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.21M+ 182.4% |
$27M - $30.1M
|
1.87M
$49.5M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
983KNew |
$22M - $24.5M
|
983K
$26M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
750K+ 23.02% |
$16.8M - $18.7M
|
4.01M
$106M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
744KNew |
$16.6M - $18.6M
|
744K
$19.7M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
708KNew |
$15.8M - $17.7M
|
708K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
680K+ 4541.69% |
$15.2M - $17M
|
695K
$18.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
602K+ 297.01% |
$13.5M - $15M
|
805K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
491K+ 66.82% |
$11M - $12.3M
|
1.23M
$32.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
467KNew |
$10.5M - $11.7M
|
467K
$12.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
463K+ 19.28% |
$10.4M - $11.6M
|
2.87M
$75.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
448K+ 1635.51% |
$10M - $11.2M
|
475K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
448KNew |
$10M - $11.2M
|
448K
$11.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
412K+ 69.64% |
$9.22M - $10.3M
|
1M
$26.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
405K+ 274.73% |
$9.05M - $10.1M
|
552K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
370KNew |
$8.28M - $9.25M
|
370K
$9.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
367K+ 12.24% |
$8.21M - $9.17M
|
3.37M
$89.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
363KNew |
$8.12M - $9.06M
|
363K
$9.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
352K+ 352.44% |
$7.87M - $8.78M
|
452K
$12M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
315KNew |
$7.03M - $7.85M
|
315K
$8.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
312KNew |
$6.97M - $7.78M
|
312K
$8.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
299KNew |
$6.68M - $7.46M
|
299K
$7.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
288K+ 215.17% |
$6.44M - $7.19M
|
422K
$11.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
252KNew |
$5.64M - $6.29M
|
252K
$6.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
252KNew |
$5.63M - $6.29M
|
252K
$6.68M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
240K+ 130.79% |
$5.37M - $5.99M
|
423K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
239K+ 5.41% |
$5.34M - $5.96M
|
4.66M
$123M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
238K+ 70.57% |
$5.32M - $5.94M
|
576K
$15.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
226KNew |
$5.05M - $5.64M
|
226K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
223KNew |
$4.98M - $5.55M
|
223K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
211K+ 168.21% |
$4.73M - $5.27M
|
337K
$8.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
197K+ 532.2% |
$4.4M - $4.91M
|
234K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
194KNew |
$4.33M - $4.84M
|
194K
$5.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
193K+ 18.02% |
$4.31M - $4.81M
|
1.26M
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
187K+ 640.12% |
$4.17M - $4.66M
|
216K
$5.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
172KNew |
$3.85M - $4.3M
|
172K
$4.57M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
171K+ 12.15% |
$3.82M - $4.27M
|
1.58M
$41.8M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
160K+ 48.41% |
$3.57M - $3.98M
|
489K
$13M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
155K+ 34.83% |
$3.46M - $3.87M
|
600K
$15.9M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
151KNew |
$3.38M - $3.77M
|
151K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 158.74% |
$3.36M - $3.75M
|
245K
$6.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
149K+ 18.67% |
$3.33M - $3.72M
|
948K
$25.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
140KNew |
$3.13M - $3.49M
|
140K
$3.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
140K+ 18.53% |
$3.12M - $3.48M
|
893K
$23.6M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
139KNew |
$3.11M - $3.47M
|
139K
$3.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
133K+ 160.87% |
$2.97M - $3.31M
|
215K
$5.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
130K+ 35.86% |
$2.91M - $3.24M
|
493K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
130KNew |
$2.9M - $3.23M
|
130K
$3.43M
|