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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.8K- 12.66% |
$373K - $421K
|
102K
$2.71M
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-12.5K- 46.93% |
$316K - $356K
|
14.2K
$375K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.06% |
$227 - $256
|
15.3K
$404K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.7K+ 17.59% |
$320K - $362K
|
85K
$2.25M
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-27- 2.88% |
$681 - $768
|
911
$24.1K
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
46.3K+ 5.02% |
$1.17M - $1.32M
|
970K
$25.7M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
112K+ 11.54% |
$2.82M - $3.18M
|
1.08M
$28.6M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
9.42K+ 5.96% |
$237K - $268K
|
167K
$4.43M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
11.1K+ 17.08% |
$279K - $315K
|
75.7K
$2.01M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 13.75% |
$305K - $345K
|
100K
$2.65M
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-5.51K- 1.56% |
$139K - $157K
|
349K
$9.24M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.32K- 1.35% |
$159K - $180K
|
462K
$12.2M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
65.5K+ 128.63% |
$1.65M - $1.86M
|
116K
$3.08M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.14K+ 101.34% |
$231K - $260K
|
18.2K
$481K
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
736+ 9.51% |
$18.6K - $20.9K
|
8.47K
$224K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.2K+ 5.97% |
$30.4K - $34.3K
|
21.4K
$566K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
24.9KNew |
$627K - $707K
|
24.9K
$658K
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.4K+ 20.7% |
$35.3K - $39.9K
|
8.17K
$217K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.5K+ 4.72% |
$516K - $583K
|
455K
$12M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.04K+ 8.0% |
$102K - $115K
|
54.6K
$1.45M
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
218K+ 10.82% |
$5.5M - $6.21M
|
2.23M
$59.2M
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
50.1K+ 9.03% |
$1.26M - $1.43M
|
606K
$16M
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.11K+ 1.15% |
$104K - $117K
|
362K
$9.59M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.4KNew |
$666K - $752K
|
26.4K
$700K
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-34.3K- 5.22% |
$866K - $977K
|
624K
$16.5M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 102.67% |
$289K - $327K
|
22.7K
$600K
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
3.89K+ 0.78% |
$98.1K - $111K
|
506K
$13.4M
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
55.2K+ 3.29% |
$1.39M - $1.57M
|
1.73M
$46M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.68K- 2.79% |
$67.4K - $76.1K
|
93.2K
$2.47M
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
135K+ 51.19% |
$3.41M - $3.85M
|
400K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-190K- 37.59% |
$4.79M - $5.41M
|
315K
$8.35M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26.4KNew |
$666K - $752K
|
26.4K
$700K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
79.8K+ 69.27% |
$2.01M - $2.27M
|
195K
$5.17M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
19.3K+ 9.96% |
$485K - $548K
|
213K
$5.63M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.35K+ 7.65% |
$59.2K - $66.9K
|
33.1K
$875K
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-1.33K- 1.75% |
$33.4K - $37.7K
|
74.4K
$1.97M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.92KNew |
$124K - $140K
|
4.92K
$130K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
302K+ 5.52% |
$7.6M - $8.58M
|
5.76M
$153M
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-244K- 45.81% |
$6.14M - $6.93M
|
288K
$7.63M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-6.49K- 0.95% |
$164K - $185K
|
680K
$18M
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
204K+ 4.82% |
$5.15M - $5.81M
|
4.44M
$118M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-42- 12.28% |
$1.06K - $1.2K
|
300
$7.95K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
272+ 3.43% |
$6.86K - $7.74K
|
8.21K
$217K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
484+ 2.35% |
$12.2K - $13.8K
|
21K
$557K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.79K+ 106.05% |
$121K - $136K
|
9.3K
$246K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-22.6K- 5.54% |
$570K - $643K
|
385K
$10.2M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$27.2K - $30.7K
|
1.08K
$28.5K
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
5.12K+ 3.89% |
$129K - $146K
|
137K
$3.62M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-203K- 51.19% |
$5.12M - $5.78M
|
194K
$5.13M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.07K+ 8.21% |
$153K - $173K
|
80K
$2.12M
|