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 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-7.5K- 80.92% |
$190K - $206K
|
1.77K
$53.1K
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.15K+ 76.45% |
$29.1K - $31.5K
|
2.65K
$79.5K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
94.7KNew |
$2.4M - $2.6M
|
94.7K
$2.85M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
208K+ 13.17% |
$5.27M - $5.71M
|
1.79M
$53.7M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
236K+ 1846.44% |
$5.98M - $6.48M
|
249K
$7.48M
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
25.6K+ 16.23% |
$649K - $703K
|
183K
$5.51M
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
50.9K+ 3.56% |
$1.29M - $1.4M
|
1.48M
$44.6M
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
18.3K+ 9.3% |
$465K - $503K
|
215K
$6.47M
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
16.8K+ 1.28% |
$427K - $462K
|
1.34M
$40.2M
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
31.2K+ 3.59% |
$791K - $857K
|
900K
$27M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
9.51K+ 3.13% |
$241K - $261K
|
313K
$9.41M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-384- 15.03% |
$9.73K - $10.5K
|
2.17K
$65.3K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.01% |
$25.4 - $27.5
|
7.58K
$228K
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.98KNew |
$202K - $219K
|
7.98K
$240K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.19K+ 6.51% |
$132K - $143K
|
84.9K
$2.55M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
7.88K+ 70.39% |
$200K - $216K
|
19.1K
$574K
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.97K+ 5.48% |
$151K - $164K
|
115K
$3.46M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
176+ 177.78% |
$4.46K - $4.83K
|
275
$8.27K
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19.4KNew |
$491K - $532K
|
19.4K
$582K
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
28.2K+ 15.64% |
$716K - $775K
|
209K
$6.28M
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20.2K+ 2.93% |
$512K - $554K
|
710K
$21.3M
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.2K+ 2.9% |
$55.7K - $60.4K
|
78K
$2.34M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
369+ 1.95% |
$9.35K - $10.1K
|
19.3K
$579K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.7K- 50.92% |
$372K - $403K
|
14.2K
$426K
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
210K+ 12.06% |
$5.33M - $5.78M
|
1.95M
$58.7M
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.37K+ 6.27% |
$187K - $202K
|
125K
$3.75M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
953+ 8.93% |
$24.2K - $26.2K
|
11.6K
$349K
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
452KNew |
$11.5M - $12.4M
|
452K
$13.6M
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
13.5K+ 56.32% |
$341K - $370K
|
37.4K
$1.12M
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.2K- 0.35% |
$81.1K - $87.8K
|
922K
$27.7M
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.25K+ 5.63% |
$82.3K - $89.2K
|
60.9K
$1.83M
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
334+ 2.69% |
$8.47K - $9.17K
|
12.7K
$383K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-157- 0.48% |
$3.98K - $4.31K
|
32.6K
$981K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
408+ 0.34% |
$10.3K - $11.2K
|
119K
$3.57M
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
64.6K+ 22.95% |
$1.64M - $1.77M
|
346K
$10.4M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
125K+ 4.53% |
$3.18M - $3.44M
|
2.89M
$86.9M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
59.4K+ 5.86% |
$1.51M - $1.63M
|
1.07M
$32.3M
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
12.8K+ 142.9% |
$325K - $352K
|
21.8K
$655K
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-1.16K- 0.65% |
$29.4K - $31.8K
|
176K
$5.29M
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
372+ 4.84% |
$9.43K - $10.2K
|
8.06K
$242K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56.4K+ 12.95% |
$1.43M - $1.55M
|
492K
$14.8M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.41K- 2.37% |
$61K - $66.1K
|
99K
$2.98M
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14K+ 13.13% |
$354K - $383K
|
120K
$3.62M
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
16.1K+ 7.49% |
$407K - $441K
|
231K
$6.93M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
253K+ 1.55% |
$6.43M - $6.96M
|
16.6M
$498M
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
32.2K+ 3.42% |
$817K - $885K
|
975K
$29.3M
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11.2K+ 3.93% |
$283K - $306K
|
295K
$8.87M
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-51- 0.09% |
$1.29K - $1.4K
|
57.8K
$1.74M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-806- 0.69% |
$20.4K - $22.1K
|
116K
$3.49M
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.92K+ 5.11% |
$125K - $135K
|
101K
$3.04M
|