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 |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
23.3K+ 13.16% |
$545K - $692K
|
200K
$6.02M
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
9.75K+ 4.55% |
$228K - $289K
|
224K
$6.74M
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
8.69K+ 45.41% |
$203K - $258K
|
27.8K
$836K
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.98K- 2.04% |
$234K - $296K
|
480K
$14.4M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.2K- 14.62% |
$238K - $302K
|
59.4K
$1.79M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2.16K+ 25.4% |
$50.4K - $64K
|
10.6K
$320K
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-575- 3.68% |
$13.5K - $17.1K
|
15K
$452K
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
85.3K+ 37.01% |
$2M - $2.53M
|
316K
$9.49M
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$387K - $491K
|
16.5K
$497K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19K+ 23.91% |
$445K - $564K
|
98.5K
$2.96M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
35.7K+ 62.77% |
$835K - $1.06M
|
92.6K
$2.78M
|
|
Q1 2025 | |||||||
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
29.7K+ 8.11% |
$752K - $814K
|
395K
$11.9M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-110K- 99.76% |
$2.79M - $3.03M
|
260
$7.82K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-204- 0.13% |
$5.17K - $5.6K
|
154K
$4.64M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
250KNew |
$6.35M - $6.88M
|
250K
$7.53M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-355- 0.89% |
$9K - $9.75K
|
39.5K
$1.19M
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.72K- 2.9% |
$170K - $184K
|
225K
$6.75M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.5K- 5.82% |
$1.05M - $1.14M
|
671K
$20.2M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.45K- 3.1% |
$164K - $177K
|
202K
$6.06M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
31.1K+ 4.56% |
$789K - $854K
|
713K
$21.4M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-95- 0.58% |
$2.41K - $2.61K
|
16.3K
$490K
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
90.8K+ 11.2% |
$2.3M - $2.49M
|
902K
$27.1M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.7K- 6.39% |
$881K - $954K
|
509K
$15.3M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.4K+ 9.2% |
$289K - $313K
|
135K
$4.06M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.04K+ 16.74% |
$128K - $138K
|
35.2K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.75K+ 7.04% |
$197K - $213K
|
118K
$3.54M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.65KNew |
$194K - $210K
|
7.65K
$230K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
108KNew |
$2.73M - $2.96M
|
108K
$3.24M
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.61KNew |
$193K - $209K
|
7.61K
$229K
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
3.67K+ 0.66% |
$93K - $101K
|
563K
$16.9M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.06K+ 7.8% |
$52.3K - $56.7K
|
28.5K
$858K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.31K- 2.5% |
$211K - $228K
|
324K
$9.75M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32.1K+ 11.34% |
$815K - $883K
|
316K
$9.49M
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
21.6K+ 5.41% |
$548K - $593K
|
421K
$12.7M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
464+ 5.15% |
$11.8K - $12.7K
|
9.47K
$285K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
64+ 0.13% |
$1.62K - $1.76K
|
47.6K
$1.43M
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-12.3K- 9.59% |
$313K - $339K
|
116K
$3.49M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
659+ 0.42% |
$16.7K - $18.1K
|
158K
$4.75M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.16K+ 6.62% |
$54.7K - $59.3K
|
34.7K
$1.04M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
968K+ 18.83% |
$24.5M - $26.6M
|
6.11M
$184M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
746K+ 77.58% |
$18.9M - $20.5M
|
1.71M
$51.4M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
53.1K+ 6.45% |
$1.35M - $1.46M
|
877K
$26.4M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.7K+ 10.92% |
$524K - $568K
|
210K
$6.32M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-121K- 68.22% |
$3.08M - $3.33M
|
56.5K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
137KNew |
$3.47M - $3.76M
|
137K
$4.11M
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
384KNew |
$9.73M - $10.5M
|
384K
$11.5M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.1K+ 88.26% |
$890K - $964K
|
74.9K
$2.25M
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.54K+ 2.53% |
$140K - $152K
|
225K
$6.75M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.54K+ 2.72% |
$39K - $42.2K
|
58.1K
$1.75M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
696+ 279.52% |
$17.6K - $19.1K
|
945
$28.4K
|