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 |
|---|---|---|---|---|---|---|---|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
116KNew |
$2.6M - $2.9M
|
116K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 214.67% |
$2.55M - $2.85M
|
167K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 12.63% |
$2.33M - $2.6M
|
928K
$24.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
99.7K+ 429.22% |
$2.23M - $2.49M
|
123K
$3.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
93K+ 320.71% |
$2.08M - $2.32M
|
122K
$3.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
84.1K+ 32.37% |
$1.88M - $2.1M
|
344K
$9.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
83.9K+ 8.19% |
$1.88M - $2.09M
|
1.11M
$29.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
79.7K+ 26.18% |
$1.78M - $1.99M
|
384K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
79.1KNew |
$1.77M - $1.97M
|
79.1K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
78.6KNew |
$1.76M - $1.96M
|
78.6K
$2.07M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
74.8KNew |
$1.67M - $1.87M
|
74.8K
$1.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
72.9KNew |
$1.63M - $1.82M
|
72.9K
$1.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
71.4K+ 4.16% |
$1.6M - $1.78M
|
1.79M
$47M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
69.8K+ 18.03% |
$1.56M - $1.74M
|
457K
$12M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
67.6K+ 14.6% |
$1.51M - $1.69M
|
531K
$14M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
67.5KNew |
$1.51M - $1.69M
|
67.5K
$1.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
62K+ 23.18% |
$1.39M - $1.55M
|
329K
$8.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
61.9K+ 17.88% |
$1.38M - $1.55M
|
408K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
61.7K+ 11.78% |
$1.38M - $1.54M
|
586K
$15.4M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
60.9KNew |
$1.36M - $1.52M
|
60.9K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
60.2K+ 48.86% |
$1.35M - $1.5M
|
183K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
59.4K+ 3.0% |
$1.33M - $1.48M
|
2.04M
$53.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59.3K+ 42.6% |
$1.33M - $1.48M
|
199K
$5.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
58.8K+ 52.75% |
$1.32M - $1.47M
|
170K
$4.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
57.8KNew |
$1.29M - $1.44M
|
57.8K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
55.7K+ 7.52% |
$1.24M - $1.39M
|
796K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
55.5KNew |
$1.24M - $1.39M
|
55.5K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.2K+ 93.63% |
$1.19M - $1.33M
|
110K
$2.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52.6K+ 24.97% |
$1.18M - $1.31M
|
263K
$6.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
52.5K+ 17.09% |
$1.17M - $1.31M
|
359K
$9.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
48.9K+ 145.49% |
$1.09M - $1.22M
|
82.6K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
48.3K+ 10.56% |
$1.08M - $1.21M
|
506K
$13.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
48.2K+ 15.35% |
$1.08M - $1.2M
|
362K
$9.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
45KNew |
$1.01M - $1.12M
|
45K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
43K+ 14.35% |
$962K - $1.07M
|
343K
$9.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
41.1K+ 29.5% |
$919K - $1.03M
|
181K
$4.75M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
40.2K+ 11.98% |
$898K - $1M
|
376K
$9.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
39.8K+ 32.68% |
$891K - $994K
|
162K
$4.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
39.7K+ 30.43% |
$888K - $992K
|
170K
$4.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
39.6K+ 5.73% |
$885K - $988K
|
730K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
38.8KNew |
$868K - $969K
|
38.8K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
37.6K+ 7.38% |
$841K - $938K
|
547K
$14.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
36.6K+ 21.68% |
$819K - $914K
|
205K
$5.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
35.7K+ 20.19% |
$797K - $890K
|
212K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.4KNew |
$748K - $835K
|
33.4K
$880K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
33.3K+ 17.44% |
$744K - $831K
|
224K
$5.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
33K+ 9.51% |
$737K - $823K
|
379K
$9.99M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
32.3K+ 29.13% |
$721K - $805K
|
143K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
31.4K+ 12.93% |
$703K - $785K
|
275K
$7.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.7K+ 46.65% |
$686K - $765K
|
96.4K
$2.54M
|