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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.86K+ 6.83% |
$221K - $246K
|
154K
$4.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9.83K+ 1.16% |
$220K - $245K
|
860K
$22.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
9.62K+ 7.09% |
$215K - $240K
|
145K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.1KNew |
$204K - $227K
|
9.1K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
8.87KNew |
$198K - $221K
|
8.87K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.8K+ 27.09% |
$197K - $220K
|
41.3K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.36K+ 29.69% |
$187K - $209K
|
36.5K
$961K
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
7.82K+ 2.64% |
$175K - $195K
|
304K
$8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.46KNew |
$167K - $186K
|
7.46K
$196K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.44K+ 21.99% |
$166K - $186K
|
41.3K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.13K+ 21.78% |
$159K - $178K
|
39.9K
$1.05M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7.05K+ 9.87% |
$158K - $176K
|
78.5K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6.54K+ 10.02% |
$146K - $163K
|
71.8K
$1.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.18K+ 33.93% |
$138K - $154K
|
24.4K
$642K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6.03K+ 2.07% |
$135K - $150K
|
297K
$7.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6.03K+ 2.07% |
$135K - $150K
|
297K
$7.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
5.87KNew |
$131K - $146K
|
5.87K
$154K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.67K+ 197.46% |
$127K - $141K
|
8.54K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.4KNew |
$121K - $135K
|
5.4K
$142K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.35K+ 5.53% |
$120K - $134K
|
102K
$2.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.09K+ 28.78% |
$114K - $127K
|
22.8K
$600K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.92K+ 6.61% |
$110K - $123K
|
79.3K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.89K+ 17.38% |
$109K - $122K
|
33K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
4.88K+ 53.77% |
$109K - $122K
|
14K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.69K+ 1.81% |
$105K - $117K
|
263K
$6.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
4.57K+ 5.81% |
$102K - $114K
|
83.2K
$2.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
4.43K+ 25.93% |
$99.1K - $111K
|
21.5K
$567K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4.23K+ 2.58% |
$94.7K - $106K
|
168K
$4.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4.21K+ 17.82% |
$94.2K - $105K
|
27.9K
$733K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.19K+ 3.3% |
$93.7K - $105K
|
131K
$3.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.18K+ 11.63% |
$93.5K - $104K
|
40.1K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
4.1K+ 5.4% |
$91.6K - $102K
|
80K
$2.11M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.88K+ 3.22% |
$86.7K - $96.7K
|
124K
$3.27M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.87K+ 29.79% |
$86.6K - $96.7K
|
16.9K
$444K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.75K+ 6.66% |
$83.8K - $93.6K
|
60.1K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 18.1% |
$78.2K - $87.3K
|
22.8K
$601K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.39K+ 13.2% |
$75.8K - $84.6K
|
29.1K
$765K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.32K+ 7.08% |
$74.3K - $83K
|
50.2K
$1.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
3.29K+ 10.62% |
$73.7K - $82.2K
|
34.3K
$903K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.14K+ 0.63% |
$70.1K - $78.2K
|
498K
$13.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.76K+ 22.24% |
$61.6K - $68.8K
|
15.1K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.62K+ 11.66% |
$58.6K - $65.4K
|
25.1K
$660K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.6K+ 4.86% |
$58K - $64.8K
|
56.1K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.36K+ 2.78% |
$52.9K - $59K
|
87.5K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.3K+ 20.91% |
$51.4K - $57.4K
|
13.3K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.17K+ 6.7% |
$48.4K - $54K
|
34.5K
$908K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.98K+ 8.88% |
$44.3K - $49.4K
|
24.3K
$639K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.88K+ 12.43% |
$42K - $46.9K
|
17K
$447K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.78K+ 6.1% |
$39.8K - $44.4K
|
31K
$815K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61KNew |
$36K - $40.2K
|
1.61K
$42.4K
|