Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimen Emrgn (DFSE)

DFSE Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Emrgn (DFSE) during Q4 2022. 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
Feb 09, 2023 Q4 2022
Dimensional Fund Advisors LP

Austin, TX
BUY
 -
400K
New
N/A
400K $0
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
BUY
 -
362K
New
N/A
362K $0
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
298K
New
N/A
298K $0
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
296K
New
N/A
296K $0
Jan 17, 2023 Q4 2022
Five Oceans Advisors

BUY
 -
278K
New
N/A
278K $0
Feb 13, 2023 Q4 2022
Merriman Wealth Management, LLC

BUY
 -
167K
New
N/A
167K $0
Jan 27, 2023 Q4 2022
Heritage Financial Services, LLC

BUY
 -
70.2K
New
N/A
70.2K $0
Feb 08, 2023 Q4 2022
Brainard Capital Management LLC

Austin, TX
BUY
 -
43.3K
New
N/A
43.3K $0
Mar 14, 2023 Q4 2022
Awm Capital, LLC

BUY
 -
33.1K
New
N/A
33.1K $0
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
26.2K
New
N/A
26.2K $0
Jan 27, 2023 Q4 2022
Planning Center, Inc.

BUY
 -
25.5K
New
N/A
25.5K $0
Feb 07, 2023 Q4 2022
Vista Wealth Management Group, LLC

BUY
 -
24K
New
N/A
24K $0
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
20.4K
New
N/A
20.4K $0
Mar 01, 2023 Q4 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
18.6K
New
N/A
18.6K $0
Jan 24, 2023 Q4 2022
Cordant, Inc.

Portland, OR
BUY
 -
16.5K
New
N/A
16.5K $0
Sep 05, 2023 Q4 2022
Meritas Wealth Management, LLC

Larkspur, CA
BUY
 -
15.2K
New
N/A
15.2K $0
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
11.2K
New
N/A
11.2K $0
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
10.2K
New
N/A
10.2K $0
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

BUY
 -
9.92K
New
N/A
9.92K $0
Feb 07, 2023 Q4 2022
Francis Financial, Inc.

New York, NY
BUY
 -
7.75K
New
N/A
7.75K $0
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
7.45K
New
N/A
7.45K $0
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
5.5K
New
N/A
5.5K $0
Feb 06, 2023 Q4 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
5.05K
New
N/A
5.05K $0
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
4.77K
New
N/A
4.77K $0
Feb 08, 2023 Q4 2022
Wolff Wiese Magana LLC

BUY
 -
2.57K
New
N/A
2.57K $0
Jan 20, 2023 Q4 2022
Annapolis Financial Services, LLC

BUY
 -
1.33K
New
N/A
1.33K $0
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
1.09K
New
N/A
1.09K $0
Feb 10, 2023 Q4 2022
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
955
New
N/A
955 $0
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
654
New
N/A
654 $0
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
506
New
N/A
506 $0
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
N/A
0 $0
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-61
- 0.59%
N/A
10.2K $0
May 31, 2023 Q4 2022
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-7.72K
- 2.74%
N/A
274K $0
Oct 16, 2023 Q4 2022
Schoolcraft Capital LLC

Boulder, CO
SELL
 -
-19.9K
- 72.53%
N/A
7.55K $0

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