Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q4 2024. 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 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-24.9K- 15.63% |
$651K - $717K
|
134K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-28.1K- 6.17% |
$736K - $811K
|
428K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-28.6K- 22.99% |
$748K - $824K
|
95.8K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-47.7K- 56.54% |
$1.25M - $1.37M
|
36.6K
$997K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-49.7K- 7.64% |
$1.3M - $1.43M
|
600K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-64.5K- 33.26% |
$1.69M - $1.86M
|
130K
$3.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-76.5K- 85.32% |
$2M - $2.2M
|
13.2K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-91.3K- 51.89% |
$2.39M - $2.63M
|
84.7K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-99.7K- 9.21% |
$2.61M - $2.87M
|
983K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-111K- 14.01% |
$2.91M - $3.21M
|
684K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-122K- 26.84% |
$3.19M - $3.52M
|
333K
$9.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-133K- 11.31% |
$3.49M - $3.84M
|
1.05M
$28.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-178K- 9.64% |
$4.66M - $5.13M
|
1.67M
$45.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-206K- 18.21% |
$5.39M - $5.94M
|
925K
$25.2M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-216K- 92.77% |
$5.66M - $6.23M
|
16.8K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-448K- 75.22% |
$11.7M - $12.9M
|
148K
$4.02M
|