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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
SELL
|
- |
-36- 0.15% |
N/A
|
24.7K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-388- 3.98% |
N/A
|
9.35K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.06K- 0.52% |
N/A
|
585K
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.95K- 9.97% |
N/A
|
53.7K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-9.47K- 5.58% |
N/A
|
160K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-9.56K- 30.64% |
N/A
|
21.6K
$0
|