Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimen Emrgn (DFSE)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Emrgn (DFSE) during Q2 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMEN EMRGN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
N/A
|
400K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
245K+ 169.71% |
N/A
|
390K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
133KNew |
N/A
|
133K
$0
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
BUY
|
- |
115K+ 148.48% |
N/A
|
193K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
97.8K+ 766.24% |
N/A
|
111K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
64.1KNew |
N/A
|
64.1K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
40.2K+ 14.26% |
N/A
|
322K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
BUY
|
- |
31KNew |
N/A
|
31K
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
28.8K+ 213.39% |
N/A
|
42.3K
$0
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
27.5KNew |
N/A
|
27.5K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
27.4KNew |
N/A
|
27.4K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
23.5K+ 28.46% |
N/A
|
106K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
20.4KNew |
N/A
|
20.4K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
11.2K+ 26.52% |
N/A
|
53.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.9K+ 23.89% |
N/A
|
56.5K
$0
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.4K+ 34.06% |
N/A
|
41.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.13KNew |
N/A
|
8.13K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.22KNew |
N/A
|
7.22K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
7.05KNew |
N/A
|
7.05K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.89KNew |
N/A
|
6.89K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
6.87KNew |
N/A
|
6.87K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
6.78KNew |
N/A
|
6.78K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.3K+ 2.68% |
N/A
|
203K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4.93K+ 28.92% |
N/A
|
22K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.88K+ 70.6% |
N/A
|
11.8K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.53K+ 6.49% |
N/A
|
74.2K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
4.52K+ 4.14% |
N/A
|
114K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.32K+ 3.95% |
N/A
|
114K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.22K+ 44.61% |
N/A
|
13.7K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.75K+ 19.13% |
N/A
|
17.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.5K+ 53.28% |
N/A
|
7.18K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.95K+ 13.13% |
N/A
|
16.8K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.4K+ 20.1% |
N/A
|
8.36K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.34K+ 7.52% |
N/A
|
19.2K
$0
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.11K+ 10.34% |
N/A
|
11.9K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
864New |
N/A
|
864
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
858+ 5.05% |
N/A
|
17.8K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
757+ 55.46% |
N/A
|
2.12K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
708+ 0.25% |
N/A
|
280K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
300New |
N/A
|
300
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
54+ 0.53% |
N/A
|
10.3K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
21New |
N/A
|
21
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13+ 1.36% |
N/A
|
971
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.51% |
N/A
|
1.18K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.61% |
N/A
|
658
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|