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 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
278+ 1.39% |
N/A
|
20.3K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
265+ 3.84% |
N/A
|
7.17K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
228+ 1.58% |
N/A
|
14.7K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
218+ 3.31% |
N/A
|
6.8K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
154+ 2.25% |
N/A
|
6.99K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
151+ 0.44% |
N/A
|
34.5K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
119+ 12.46% |
N/A
|
1.07K
$0
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
75New |
N/A
|
75
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 7.23% |
N/A
|
1.07K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
45+ 0.56% |
N/A
|
8.08K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
35+ 0.1% |
N/A
|
34.2K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13+ 0.6% |
N/A
|
2.17K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7+ 0.08% |
N/A
|
8.99K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.53% |
N/A
|
1.34K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.07% |
N/A
|
7.7K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4+ 0.03% |
N/A
|
11.6K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.67% |
N/A
|
448
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.01% |
N/A
|
11.1K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 0.05% |
N/A
|
7.96K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26- 3.0% |
N/A
|
840
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-108- 83.08% |
N/A
|
22
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-227- 22.81% |
N/A
|
768
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-381- 4.23% |
N/A
|
8.62K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-483- 2.59% |
N/A
|
18.2K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-524- 4.27% |
N/A
|
11.7K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-737- 20.42% |
N/A
|
2.87K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.33K- 7.01% |
N/A
|
17.6K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.84K- 2.45% |
N/A
|
73.3K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.24K- 0.41% |
N/A
|
547K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.91K- 4.68% |
N/A
|
59.3K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.46K- 15.2% |
N/A
|
19.3K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4.06K- 43.83% |
N/A
|
5.21K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.72K- 5.19% |
N/A
|
86.2K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.6K- 29.26% |
N/A
|
37.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-118K- 88.36% |
N/A
|
15.5K
$0
|