Purchases and Sales Made in Q4 2023 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 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
Feb 07, 2024 Q4 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
120K
+ 65.02%
N/A
305K $0
Feb 14, 2024 Q4 2023
Jane Street Group, LLC

New York, NY
BUY
 -
80.5K
+ 67.17%
N/A
200K $0
Feb 07, 2024 Q4 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
61.6K
+ 18.14%
N/A
401K $0
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
61.3K
New
N/A
61.3K $0
Feb 14, 2024 Q4 2023
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
59.8K
New
N/A
59.8K $0
Feb 09, 2024 Q4 2023
Awm Capital, LLC

BUY
 -
55.8K
+ 14.38%
N/A
444K $0
Feb 05, 2024 Q4 2023
Savant Capital, LLC

BUY
 -
41.5K
+ 123.18%
N/A
75.1K $0
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
36.7K
New
N/A
36.7K $0
Jan 29, 2024 Q4 2023
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
29.6K
New
N/A
29.6K $0
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
22.1K
New
N/A
22.1K $0
Jan 19, 2024 Q4 2023
New Capital Management LP

BUY
 -
21.7K
+ 56.59%
N/A
60.1K $0
Feb 13, 2024 Q4 2023
Merriman Wealth Management, LLC

BUY
 -
20.9K
+ 9.75%
N/A
235K $0
Jan 22, 2024 Q4 2023
Five Oceans Advisors

BUY
 -
20.2K
+ 6.79%
N/A
317K $0
Feb 07, 2024 Q4 2023
Mb Generational Wealth, LLC

Spokane, WA
BUY
 -
18.8K
New
N/A
18.8K $0
Feb 12, 2024 Q4 2023
Vista Wealth Management Group, LLC

BUY
 -
17.4K
+ 15.01%
N/A
133K $0
Jan 29, 2024 Q4 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
15.3K
+ 55.72%
N/A
42.8K $0
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
14.6K
New
N/A
14.6K $0
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
13.7K
+ 19.47%
N/A
83.8K $0
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
13.6K
+ 31.75%
N/A
56.4K $0
Feb 02, 2024 Q4 2023
Morling Financial Advisors, LLC

BUY
 -
12.8K
New
N/A
12.8K $0
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
12.2K
New
N/A
12.2K $0
Jan 22, 2024 Q4 2023
Planning Center, Inc.

BUY
 -
11.6K
+ 39.54%
N/A
40.8K $0
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
11.1K
New
N/A
11.1K $0
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

BUY
 -
10.8K
New
N/A
10.8K $0
Feb 14, 2024 Q4 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
10.5K
New
N/A
10.5K $0
Jan 05, 2024 Q4 2023
Apella Capital, LLC

BUY
 -
8.96K
New
N/A
8.96K $0
Feb 13, 2024 Q4 2023
En Rich Financial Partners LLC

Madison, WI
BUY
 -
8.94K
New
N/A
8.94K $0
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
8.49K
New
N/A
8.49K $0
Feb 08, 2024 Q4 2023
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
8.4K
+ 90.85%
N/A
17.7K $0
Feb 14, 2024 Q4 2023
Jentner Corp

BUY
 -
8.26K
New
N/A
8.26K $0
Feb 12, 2024 Q4 2023
Wealthstream Advisors, Inc.

BUY
 -
7.67K
New
N/A
7.67K $0
Jan 18, 2024 Q4 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
6.84K
New
N/A
6.84K $0
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
5.8K
+ 11.0%
N/A
58.6K $0
Feb 14, 2024 Q4 2023
Wealth Architects, LLC

BUY
 -
5.5K
+ 12.0%
N/A
51.4K $0
Feb 14, 2024 Q4 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
4.91K
+ 12.32%
N/A
44.7K $0
Jan 22, 2024 Q4 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
4.91K
+ 12.32%
N/A
44.7K $0
Jan 18, 2024 Q4 2023
Francis Financial, Inc.

New York, NY
BUY
 -
4.62K
+ 6.65%
N/A
74.1K $0
Jun 06, 2024 Q4 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
4.47K
+ 25.77%
N/A
21.8K $0
Jan 08, 2024 Q4 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
4.4K
+ 23.27%
N/A
23.3K $0
Jan 22, 2024 Q4 2023
Cordant, Inc.

Portland, OR
BUY
 -
3.74K
+ 14.11%
N/A
30.2K $0
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.59K
+ 20.94%
N/A
20.7K $0
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
3.45K
+ 2.9%
N/A
123K $0
Jan 12, 2024 Q4 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
2.73K
+ 37.78%
N/A
9.94K $0
Feb 02, 2024 Q4 2023
Retirement Solution Inc.

BUY
 -
2.7K
+ 2.27%
N/A
122K $0
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
1.55K
+ 8.59%
N/A
19.6K $0
Feb 02, 2024 Q4 2023
Addison Advisors LLC

BUY
 -
1.39K
+ 27.31%
N/A
6.48K $0
Feb 14, 2024 Q4 2023
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
1.08K
New
N/A
1.08K $0
Feb 02, 2024 Q4 2023
Heritage Financial Services, LLC

BUY
 -
843
+ 1.11%
N/A
76.9K $0
Feb 02, 2024 Q4 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
827
+ 11.19%
N/A
8.22K $0

Track Institutional and Insider Activities on DFSE

Follow DIMENSIONAL ETF TR DIMEN EMRGN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFSE shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr Dimen Emrgn insider buys or sells DFSE shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR DIMEN EMRGN

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFSE