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 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
116+ 0.05% |
$2.92K - $3.3K
|
253K
$6.69M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 8.65% |
$2.81M - $3.17M
|
1.4M
$37.1M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 2.98% |
$45K - $50.8K
|
61.8K
$1.64M
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
31.7K+ 18.52% |
$799K - $902K
|
203K
$5.37M
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
68.8K+ 11.23% |
$1.73M - $1.96M
|
681K
$18M
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
50.1K+ 12.88% |
$1.26M - $1.43M
|
439K
$11.6M
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8K+ 12.15% |
$202K - $228K
|
73.8K
$1.96M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.89K+ 118.39% |
$224K - $253K
|
16.4K
$434K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
51.3K+ 4.71% |
$1.29M - $1.46M
|
1.14M
$30.2M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
100+ 0.55% |
$2.52K - $2.85K
|
18.2K
$481K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
402K+ 74.77% |
$10.1M - $11.4M
|
940K
$24.9M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 0.66% |
$1.84K - $2.08K
|
11K
$292K
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
726K+ 113.24% |
$18.3M - $20.7M
|
1.37M
$36.2M
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
55.9K+ 24.88% |
$1.41M - $1.59M
|
281K
$7.43M
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
24.2K+ 8.68% |
$610K - $689K
|
303K
$8.03M
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
31.1K+ 7.72% |
$785K - $886K
|
434K
$11.5M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.79K+ 1.62% |
$221K - $250K
|
552K
$14.6M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
40+ 0.15% |
$1.01K - $1.14K
|
27.3K
$723K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
427K+ 70.46% |
$10.8M - $12.1M
|
1.03M
$27.4M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
124KNew |
$3.14M - $3.54M
|
124K
$3.3M
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
34K+ 10.04% |
$856K - $966K
|
372K
$9.86M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
846New |
$21.3K - $24.1K
|
846
$22.4K
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
12.5K+ 4.74% |
$315K - $356K
|
276K
$7.31M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.59K+ 18.51% |
$90.5K - $102K
|
23K
$609K
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-22.4K- 18.34% |
$564K - $637K
|
99.7K
$2.64M
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
2.4K+ 1.25% |
$60.6K - $68.4K
|
194K
$5.14M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-121K- 9.3% |
$3.05M - $3.44M
|
1.18M
$31.2M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
153New |
$3.86K - $4.35K
|
153
$4.05K
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-176- 2.28% |
$4.44K - $5.01K
|
7.56K
$200K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38New |
$958 - $1.08K
|
38
$1.01K
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6.52K+ 6.62% |
$164K - $186K
|
105K
$2.78M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 0.87% |
$25.2K - $28.5K
|
114K
$3.01M
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-57.1K- 4.8% |
$1.44M - $1.62M
|
1.13M
$30M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.51KNew |
$240K - $271K
|
9.51K
$252K
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
34.5K+ 55.14% |
$870K - $982K
|
97.1K
$2.57M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11.6KNew |
$293K - $331K
|
11.6K
$308K
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.76K+ 5.49% |
$44.4K - $50.1K
|
33.8K
$896K
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
26.3K+ 45.38% |
$663K - $749K
|
84.3K
$2.23M
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
7.16K+ 13.33% |
$180K - $204K
|
60.9K
$1.61M
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$278K - $314K
|
11K
$293K
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
43.1K+ 18.79% |
$1.09M - $1.23M
|
272K
$7.22M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
309K+ 133.1% |
$7.8M - $8.81M
|
542K
$14.4M
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
60.8K+ 9.17% |
$1.53M - $1.73M
|
724K
$19.2M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-187K- 43.51% |
$4.71M - $5.31M
|
242K
$6.42M
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
13.7K+ 63.91% |
$345K - $389K
|
35.1K
$930K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
22.5K+ 23.02% |
$567K - $640K
|
120K
$3.19M
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
29.9K+ 9.69% |
$754K - $851K
|
339K
$8.97M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
454+ 0.41% |
$11.4K - $12.9K
|
111K
$2.93M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.7KNew |
$572K - $646K
|
22.7K
$602K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
141+ 5.85% |
$3.55K - $4.01K
|
2.55K
$67.6K
|