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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.05% |
$126 - $142
|
9.43K
$250K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
84.5K+ 3.76% |
$2.13M - $2.4M
|
2.33M
$61.7M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
13.7K+ 8.6% |
$346K - $391K
|
173K
$4.6M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-335- 1.27% |
$8.45K - $9.53K
|
26K
$689K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.69K+ 2.84% |
$67.9K - $76.6K
|
97.7K
$2.59M
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.25K+ 2.98% |
$31.5K - $35.5K
|
43.2K
$1.14M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-51- 0.27% |
$1.29K - $1.45K
|
18.8K
$497K
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.25K+ 7.15% |
$31.4K - $35.4K
|
18.7K
$494K
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.04K+ 2.03% |
$51.4K - $58K
|
102K
$2.71M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.9K+ 10.41% |
$602K - $680K
|
253K
$6.71M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-43.9K- 31.05% |
$1.11M - $1.25M
|
97.4K
$2.58M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
226K+ 17.1% |
$5.7M - $6.44M
|
1.55M
$41M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-11.1K- 46.37% |
$280K - $316K
|
12.8K
$340K
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
17.1K+ 2.96% |
$432K - $487K
|
596K
$15.8M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
18.2K+ 2.64% |
$459K - $519K
|
707K
$18.7M
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.63K+ 5.08% |
$41.2K - $46.5K
|
33.8K
$894K
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.3K+ 3.2% |
$32.6K - $36.9K
|
41.8K
$1.11M
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
14.1K+ 4.85% |
$354K - $400K
|
304K
$8.06M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
24K+ 12.66% |
$606K - $684K
|
214K
$5.67M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
101K+ 9.31% |
$2.55M - $2.88M
|
1.19M
$31.4M
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
18.7K+ 4.03% |
$471K - $531K
|
482K
$12.8M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
238K+ 215.56% |
$6M - $6.77M
|
348K
$9.23M
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.6K+ 20.46% |
$40.4K - $45.6K
|
9.44K
$250K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.93K+ 1.31% |
$175K - $197K
|
534K
$14.2M
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-666- 4.23% |
$16.8K - $19K
|
15.1K
$400K
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
4K+ 1.25% |
$101K - $114K
|
324K
$8.57M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3KNew |
$286K - $323K
|
11.3K
$300K
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-6.81K- 9.47% |
$172K - $194K
|
65.2K
$1.73M
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
28.8K+ 6.39% |
$727K - $820K
|
480K
$12.7M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
261+ 2.61% |
$6.58K - $7.43K
|
10.3K
$272K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23+ 0.08% |
$580 - $655
|
27.6K
$730K
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
7.64K+ 5.06% |
$193K - $217K
|
159K
$4.2M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
193K+ 88.09% |
$4.88M - $5.51M
|
413K
$10.9M
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14.7K+ 2.53% |
$370K - $417K
|
594K
$15.7M
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
16+ 0.15% |
$403 - $455
|
10.7K
$285K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.61K- 19.45% |
$91K - $103K
|
15K
$396K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
97.4K+ 17.63% |
$2.46M - $2.77M
|
650K
$17.2M
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.52K- 1.23% |
$38.3K - $43.2K
|
122K
$3.23M
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
600+ 3.4% |
$15.1K - $17.1K
|
18.3K
$484K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 7.57% |
$51.6K - $58.2K
|
29.1K
$770K
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 7.76% |
$365K - $412K
|
201K
$5.33M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.36K- 0.74% |
$84.7K - $95.6K
|
448K
$11.9M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
143K+ 17.08% |
$3.61M - $4.07M
|
980K
$26M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.66K- 9.25% |
$41.9K - $47.3K
|
16.3K
$432K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.71K+ 18.48% |
$194K - $219K
|
49.4K
$1.31M
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
41.2K+ 8.26% |
$1.04M - $1.17M
|
540K
$14.3M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.36K+ 18.63% |
$110K - $124K
|
27.7K
$735K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5.34K+ 0.71% |
$135K - $152K
|
756K
$20M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 18.66% |
$1.26K - $1.42K
|
318
$8.42K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.05K+ 3.51% |
$76.8K - $86.7K
|
89.7K
$2.38M
|