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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-518- 8.24% |
$13.1K - $14.2K
|
5.77K
$173K
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.72K- 16.12% |
$43.5K - $47.1K
|
8.93K
$268K
|
|
May 14, 2025
Q1 2025
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
66.7K+ 6.79% |
$1.69M - $1.83M
|
1.05M
$31.5M
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
16.6K+ 4.66% |
$421K - $456K
|
372K
$11.2M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
564K+ 9.52% |
$14.3M - $15.5M
|
6.49M
$195M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.2KNew |
$283K - $306K
|
11.2K
$335K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.21K- 6.78% |
$233K - $253K
|
127K
$3.81M
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.91K+ 23.06% |
$48.3K - $52.3K
|
10.2K
$306K
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-560K- 23.12% |
$14.2M - $15.4M
|
1.86M
$56M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
467+ 5.2% |
$11.8K - $12.8K
|
9.45K
$284K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.05K+ 19.48% |
$204K - $221K
|
49.4K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-787- 86.29% |
$20K - $21.6K
|
125
$3.76K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.13K+ 1.44% |
$206K - $223K
|
571K
$17.2M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 1.08% |
$25.8K - $27.9K
|
93.1K
$2.8M
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.49K+ 3.88% |
$37.8K - $41K
|
40K
$1.2M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-783- 10.92% |
$19.8K - $21.5K
|
6.39K
$192K
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-105K- 15.29% |
$2.65M - $2.87M
|
579K
$17.4M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 10.37% |
$50K - $54.2K
|
21K
$631K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-903Closed |
$22.9K - $24.8K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-130K- 24.34% |
$3.3M - $3.58M
|
405K
$12.2M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.42MNew |
$36M - $39M
|
1.42M
$42.7M
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-27.7K- 1.69% |
$702K - $760K
|
1.61M
$48.4M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
205K+ 31.44% |
$5.2M - $5.63M
|
857K
$25.8M
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-15.5K- 14.67% |
$392K - $424K
|
89.9K
$2.7M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.5K+ 59.68% |
$1.03M - $1.11M
|
108K
$3.26M
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-9K- 2.51% |
$228K - $247K
|
350K
$10.5M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.19K+ 11.55% |
$208K - $225K
|
79.1K
$2.38M
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
27.4K+ 5.09% |
$694K - $752K
|
565K
$17M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.1K- 6.02% |
$27.8K - $30.1K
|
17.1K
$514K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125K+ 10.59% |
$3.16M - $3.43M
|
1.3M
$39.2M
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21K+ 3.3% |
$534K - $578K
|
659K
$19.8M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
45.2K+ 10.7% |
$1.15M - $1.24M
|
468K
$14.1M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.14K- 30.49% |
$105K - $114K
|
9.43K
$283K
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
99.7K+ 4.27% |
$2.53M - $2.74M
|
2.44M
$73.2M
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
325+ 0.24% |
$8.24K - $8.92K
|
133K
$4.01M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.47K- 71.21% |
$37.2K - $40.3K
|
594
$17.9K
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-19K- 1.05% |
$481K - $521K
|
1.78M
$53.5M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.6K+ 157.97% |
$1.31M - $1.42M
|
84.2K
$2.53M
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
58.9K+ 10.17% |
$1.49M - $1.62M
|
638K
$19.2M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 6.02% |
$33.8K - $36.6K
|
23.5K
$705K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
7.6KNew |
$193K - $209K
|
7.6K
$228K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
8.27K+ 3.57% |
$210K - $227K
|
240K
$7.2M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-377K- 22.57% |
$9.55M - $10.3M
|
1.29M
$38.9M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9+ 0.07% |
$228 - $247
|
12.9K
$388K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-26- 3.94% |
$659 - $714
|
634
$19.1K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.43KNew |
$61.5K - $66.7K
|
2.43K
$73K
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
163K+ 3.44% |
$4.14M - $4.48M
|
4.91M
$148M
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
27.2K+ 25.64% |
$689K - $747K
|
133K
$4M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.37K+ 3.98% |
$85.4K - $92.5K
|
88K
$2.65M
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-648- 1.06% |
$16.4K - $17.8K
|
60.6K
$1.82M
|