Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimen Emrgn (DFSE)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Emrgn (DFSE) during Q2 2024. 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 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
316K+ 579.89% |
N/A
|
371K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
101K+ 18.83% |
N/A
|
637K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
93.2KNew |
N/A
|
93.2K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
92K+ 75.41% |
N/A
|
214K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.1KNew |
N/A
|
64.1K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
32.3KNew |
N/A
|
32.3K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.3KNew |
N/A
|
31.3K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
27.6KNew |
N/A
|
27.6K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26K+ 7.84% |
N/A
|
357K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
25K+ 28.8% |
N/A
|
112K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
24.4K+ 6.01% |
N/A
|
430K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.3KNew |
N/A
|
24.3K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.9K+ 34.92% |
N/A
|
80.8K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19.3K+ 32.0% |
N/A
|
79.8K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19K+ 55.42% |
N/A
|
53.2K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 74.64% |
N/A
|
38.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15.3K+ 6.1% |
N/A
|
267K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
14.8K+ 9.24% |
N/A
|
175K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13.4K+ 18.65% |
N/A
|
85.3K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
10.9K+ 42.82% |
N/A
|
36.3K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.85K+ 11.2% |
N/A
|
97.8K
$0
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
8.09KNew |
N/A
|
8.09K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.9KNew |
N/A
|
7.9K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
7.34K+ 17.15% |
N/A
|
50.1K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.24KNew |
N/A
|
7.24K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
6.27KNew |
N/A
|
6.27K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.31K+ 9.92% |
N/A
|
58.8K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.95K+ 29.72% |
N/A
|
17.2K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.84K+ 15.29% |
N/A
|
29K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.82KNew |
N/A
|
3.82K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.32K+ 17.55% |
N/A
|
22.2K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
3.29K+ 14.49% |
N/A
|
26K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.98K+ 22.57% |
N/A
|
16.2K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.97K+ 5.89% |
N/A
|
53.5K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.49K+ 20.58% |
N/A
|
14.6K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.29K+ 9.43% |
N/A
|
26.5K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.55K+ 14.13% |
N/A
|
12.6K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.46K+ 10.07% |
N/A
|
15.9K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.13K+ 14.11% |
N/A
|
9.14K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
965+ 1.7% |
N/A
|
57.9K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
812+ 6.77% |
N/A
|
12.8K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
689New |
N/A
|
689
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
615+ 2.25% |
N/A
|
27.9K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
507+ 4.63% |
N/A
|
11.5K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
482New |
N/A
|
482
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
357+ 0.82% |
N/A
|
43.8K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
347+ 4.26% |
N/A
|
8.49K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
325+ 0.1% |
N/A
|
326K
$0
|