Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Emerging Mk (DFEM)

DFEM Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q4 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR EMERGING MK.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.17M
New
$64.1M - $74.4M
3.17M $81.1M
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
2.89M
+ 208.65%
$58.4M - $67.8M
4.28M $109M
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

BUY
 -
1.45M
+ 437.51%
$29.4M - $34.1M
1.79M $45.6M
Feb 13, 2023 Q4 2022
Truepoint, Inc.

BUY
 -
1.09M
+ 88.43%
$21.9M - $25.5M
2.31M $59.1M
Feb 03, 2023 Q4 2022
Carlson Capital Management

BUY
 -
575K
+ 68.3%
$11.6M - $13.5M
1.42M $36.2M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
554K
+ 72.87%
$11.2M - $13M
1.31M $33.6M
Feb 02, 2023 Q4 2022
Wealthstream Advisors, Inc.

BUY
 -
554K
New
$11.2M - $13M
554K $14.1M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
494K
+ 341.18%
$9.98M - $11.6M
638K $16.3M
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
BUY
 -
464K
+ 117.56%
$9.39M - $10.9M
860K $22M
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
464K
New
$9.38M - $10.9M
464K $11.9M
Jan 30, 2023 Q4 2022
Relaxing Retirement Coach

BUY
 -
365K
+ 69.15%
$7.38M - $8.56M
894K $22.8M
Feb 24, 2023 Q4 2022
Cravens & CO Advisors, LLC

Cookeville, TN
BUY
 -
336K
New
$6.8M - $7.88M
336K $8.59M
Jan 27, 2023 Q4 2022
Planning Center, Inc.

BUY
 -
313K
New
$6.32M - $7.33M
313K $7.99M
Feb 09, 2023 Q4 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
295K
+ 1198.95%
$5.97M - $6.92M
320K $8.17M
Feb 07, 2023 Q4 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
271K
+ 1711.29%
$5.48M - $6.36M
287K $7.34M
Feb 09, 2023 Q4 2022
Watchman Group, Inc.

Plano, TX
BUY
 -
245K
+ 1063.22%
$4.94M - $5.73M
268K $6.84M
Feb 14, 2023 Q4 2022
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
235K
New
$4.75M - $5.51M
235K $6.01M
Feb 15, 2023 Q4 2022
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
230K
New
$4.66M - $5.4M
230K $5.89M
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
228K
+ 17.48%
$4.6M - $5.34M
1.53M $39.1M
Feb 09, 2023 Q4 2022
Greenspring Advisors, LLC

BUY
 -
228K
+ 405.8%
$4.6M - $5.34M
284K $7.25M
Jul 20, 2023 Q4 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
220K
+ 245.06%
$4.44M - $5.15M
309K $7.9M
Jan 27, 2023 Q4 2022
Jmg Financial Group, Ltd.

BUY
 -
218K
New
$4.4M - $5.1M
218K $5.56M
Feb 13, 2023 Q4 2022
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
194K
New
$3.92M - $4.55M
194K $4.96M
Feb 02, 2023 Q4 2022
Brighton Jones LLC

BUY
 -
182K
+ 472.29%
$3.68M - $4.27M
221K $5.64M
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
173K
New
$3.5M - $4.06M
173K $4.43M
Feb 06, 2023 Q4 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
171K
+ 637.87%
$3.45M - $4M
197K $5.04M
Feb 02, 2023 Q4 2022
Total Wealth Planning, LLC

BUY
 -
170K
+ 46.09%
$3.44M - $3.99M
540K $13.8M
Feb 13, 2023 Q4 2022
Steward Financial Group LLC

BUY
 -
166K
+ 108.1%
$3.35M - $3.89M
319K $8.16M
Feb 09, 2023 Q4 2022
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
161K
New
$3.26M - $3.78M
161K $4.12M
Feb 22, 2023 Q4 2022
Tillman Hartley LLC

Orlando, FL
BUY
 -
161K
New
$3.25M - $3.77M
161K $4.1M
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
159K
+ 1467.38%
$3.21M - $3.72M
169K $4.33M
Jun 25, 2024 Q4 2022
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
154K
New
$3.11M - $3.61M
154K $3.94M
Jan 09, 2023 Q4 2022
Align Wealth Management, LLC

Oklahoma City, OK
BUY
 -
149K
New
$3.02M - $3.5M
149K $3.82M
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
137K
+ 176.48%
$2.76M - $3.21M
214K $5.47M
Jan 24, 2023 Q4 2022
Kooman & Associates

Altoona, PA
BUY
 -
132K
New
$2.67M - $3.1M
132K $3.38M
Jan 09, 2023 Q4 2022
Garrett Investment Advisors LLC

BUY
 -
132K
New
$2.66M - $3.09M
132K $3.36M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
128K
+ 123.54%
$2.58M - $2.99M
231K $5.9M
Mar 01, 2023 Q4 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
124K
+ 135.4%
$2.5M - $2.9M
215K $5.49M
Feb 09, 2023 Q4 2022
Pinnacle Financial Group, LLC

BUY
 -
120K
+ 169.05%
$2.43M - $2.82M
191K $4.89M
Feb 03, 2023 Q4 2022
American Investment Services, Inc.

BUY
 -
112K
+ 597.57%
$2.26M - $2.62M
130K $3.33M
Jul 03, 2024 Q4 2022
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
107K
New
$2.17M - $2.52M
107K $2.75M
Jan 30, 2023 Q4 2022
Waterfront Wealth Inc.

BUY
 -
106K
New
$2.13M - $2.47M
106K $2.7M
Feb 06, 2023 Q4 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
104K
+ 134.78%
$2.1M - $2.43M
181K $4.62M
Feb 13, 2023 Q4 2022
Krilogy Financial LLC

BUY
 -
101K
New
$2.03M - $2.36M
101K $2.57M
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

BUY
 -
98K
New
$1.98M - $2.3M
98K $2.5M
Jan 20, 2023 Q4 2022
Straight Path Wealth Management

BUY
 -
95.3K
+ 218.23%
$1.93M - $2.23M
139K $3.55M
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
93.8K
New
$1.9M - $2.2M
93.8K $2.4M
Feb 21, 2023 Q4 2022
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
92.2K
New
$1.86M - $2.16M
92.2K $2.36M
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
83.8K
New
$1.69M - $1.97M
83.8K $2.14M

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