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
|
Applied Capital LLC
|
BUY
|
- |
1.59K+ 2.05% |
$35.6K - $39.8K
|
79.5K
$2.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
1.5K+ 0.27% |
$33.5K - $37.4K
|
549K
$14.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.35K+ 3.07% |
$30.2K - $33.7K
|
45.4K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.14K+ 17.27% |
$25.5K - $28.5K
|
7.74K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.08K+ 9.41% |
$24.1K - $26.9K
|
12.5K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
973+ 6.57% |
$21.8K - $24.3K
|
15.8K
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
773+ 4.58% |
$17.3K - $19.3K
|
17.7K
$465K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
717+ 2.62% |
$16K - $17.9K
|
28.1K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
700+ 3.95% |
$15.7K - $17.5K
|
18.4K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
562+ 0.3% |
$12.6K - $14K
|
187K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
515+ 0.16% |
$11.5K - $12.9K
|
331K
$8.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
414+ 31.36% |
$9.26K - $10.3K
|
1.73K
$45.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
390+ 0.12% |
$8.72K - $9.73K
|
333K
$8.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
382+ 1.88% |
$8.54K - $9.53K
|
20.7K
$544K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
358New |
$8K - $8.94K
|
358
$9.42K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
342New |
$7.65K - $8.54K
|
342
$9K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
294+ 1.03% |
$6.57K - $7.34K
|
28.9K
$761K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
268New |
$5.99K - $6.69K
|
268
$7.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
265+ 1.93% |
$5.93K - $6.61K
|
14K
$369K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
250+ 44.64% |
$5.59K - $6.24K
|
810
$21.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
182+ 0.3% |
$4.07K - $4.54K
|
61.8K
$1.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
126+ 0.72% |
$2.82K - $3.14K
|
17.7K
$465K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
123+ 0.74% |
$2.75K - $3.07K
|
16.7K
$440K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
120New |
$2.68K - $3K
|
120
$3.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
73+ 0.1% |
$1.63K - $1.82K
|
70.9K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
34New |
$760 - $849
|
34
$895
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.5% |
$67.1 - $74.9
|
600
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-124- 0.13% |
$2.77K - $3.1K
|
93.2K
$2.45M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-125- 0.5% |
$2.8K - $3.12K
|
25.1K
$661K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-145- 0.32% |
$3.24K - $3.62K
|
45.6K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-314- 0.79% |
$7.02K - $7.84K
|
39.3K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-524- 4.09% |
$11.7K - $13.1K
|
12.3K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-820- 44.86% |
$18.3K - $20.5K
|
1.01K
$26.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-842- 1.05% |
$18.8K - $21K
|
79.4K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-844- 5.07% |
$18.9K - $21.1K
|
15.8K
$416K
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-908- 8.73% |
$20.3K - $22.7K
|
9.49K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.04K- 0.44% |
$23.3K - $26K
|
236K
$6.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.68K- 2.2% |
$37.6K - $42K
|
74.9K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.84K- 9.15% |
$41.2K - $46K
|
18.3K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.17K- 3.47% |
$48.6K - $54.2K
|
60.3K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.2K- 1.82% |
$49.2K - $54.9K
|
119K
$3.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.26K- 1.12% |
$50.5K - $56.4K
|
199K
$5.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.39K- 1.45% |
$53.4K - $59.6K
|
162K
$4.27M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.76K- 18.19% |
$61.6K - $68.8K
|
12.4K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.91K- 0.59% |
$65K - $72.5K
|
488K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.59K- 9.77% |
$80.3K - $89.6K
|
33.2K
$873K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.01K- 7.03% |
$89.6K - $100K
|
53K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.06K- 90.39% |
$113K - $126K
|
538
$14.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-5.27K- 2.92% |
$118K - $132K
|
175K
$4.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-5.66K- 2.35% |
$127K - $141K
|
235K
$6.18M
|