Latest Institutional Transactions on Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Emerging Mk (DFEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
44.4K+ 10.22% |
$1.16M - $1.28M
|
479K
$12.7M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.5KNew |
$39.2K - $43.2K
|
1.5K
$39.7K
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.96K- 7.2% |
$77.4K - $85.3K
|
38.2K
$1.01M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-239- 2.51% |
$6.25K - $6.89K
|
9.27K
$245K
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
38.8K+ 8.71% |
$1.02M - $1.12M
|
485K
$12.8M
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.18K+ 1.78% |
$30.9K - $34K
|
67.6K
$1.79M
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-47.7K- 56.54% |
$1.25M - $1.37M
|
36.6K
$971K
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12K+ 7.31% |
$314K - $346K
|
176K
$4.68M
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
12.7K+ 6.48% |
$333K - $367K
|
209K
$5.54M
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.13K+ 2.6% |
$29.4K - $32.4K
|
44.3K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.3K+ 6.73% |
$112K - $124K
|
68.2K
$1.81M
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
9.13KNew |
$239K - $263K
|
9.13K
$242K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.48K+ 3.07% |
$91.1K - $100K
|
117K
$3.1M
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
24.6KNew |
$644K - $710K
|
24.6K
$653K
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.88K+ 11.5% |
$102K - $112K
|
37.6K
$997K
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8.13K+ 2.95% |
$213K - $234K
|
284K
$7.52M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-49.7K- 7.64% |
$1.3M - $1.43M
|
600K
$15.9M
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
21.2K+ 20.22% |
$555K - $611K
|
126K
$3.34M
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
23.9K+ 5.81% |
$626K - $690K
|
436K
$11.5M
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.76K- 1.12% |
$98.3K - $108K
|
332K
$8.79M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.66KNew |
$200K - $221K
|
7.66K
$203K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.9K+ 25.9% |
$887K - $978K
|
165K
$4.37M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-791- 9.45% |
$20.7K - $22.8K
|
7.58K
$201K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.96K+ 2.19% |
$51.4K - $56.6K
|
91.7K
$2.43M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.85K+ 1.81% |
$74.7K - $82.3K
|
161K
$4.26M
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
7.14K+ 17.09% |
$187K - $206K
|
48.9K
$1.3M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.15KNew |
$213K - $235K
|
8.15K
$216K
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
31.2K+ 5.06% |
$815K - $898K
|
648K
$17.2M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
149KNew |
$3.9M - $4.29M
|
149K
$3.95M
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
8.35K+ 43.15% |
$218K - $241K
|
27.7K
$734K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.28K+ 6.02% |
$85.8K - $94.5K
|
57.7K
$1.53M
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20.7K+ 3.09% |
$541K - $596K
|
690K
$18.3M
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
17K+ 3.88% |
$445K - $491K
|
456K
$12.1M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
10.2K+ 5.56% |
$267K - $294K
|
194K
$5.14M
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
284KNew |
$7.44M - $8.2M
|
284K
$7.54M
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
20.1K+ 4.2% |
$526K - $580K
|
500K
$13.2M
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
8.27KNew |
$216K - $238K
|
8.27K
$219K
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
106+ 0.16% |
$2.77K - $3.05K
|
65.3K
$1.73M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
389New |
$10.2K - $11.2K
|
389
$10.3K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.56K+ 6.06% |
$119K - $131K
|
79.7K
$2.11M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-900- 7.01% |
$23.5K - $25.9K
|
11.9K
$316K
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
21.8K+ 4.53% |
$571K - $629K
|
504K
$13.3M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.61K- 13.11% |
$68.3K - $75.3K
|
17.3K
$459K
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.14K+ 6.13% |
$29.9K - $33K
|
19.8K
$524K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.6KNew |
$328K - $362K
|
12.6K
$333K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.56KNew |
$40.7K - $44.8K
|
1.56K
$41.2K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
31.2K+ 5.26% |
$817K - $900K
|
625K
$16.6M
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
9+ 0.02% |
$235 - $259
|
46.1K
$1.22M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
93.6K+ 4.02% |
$2.45M - $2.7M
|
2.42M
$64.2M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
45.7K+ 25.14% |
$1.19M - $1.32M
|
227K
$6.02M
|