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 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
46.3K+ 1.88% |
$1.17M - $1.27M
|
2.5M
$75.2M
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
25.1K+ 10.67% |
$637K - $690K
|
261K
$7.83M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.14K- 5.8% |
$28.8K - $31.2K
|
18.5K
$556K
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-5.6K- 1.56% |
$142K - $154K
|
354K
$10.6M
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-16.7K- 6.45% |
$422K - $458K
|
242K
$7.26M
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
17.7K+ 7.59% |
$449K - $487K
|
251K
$7.55M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
27.8K+ 4.63% |
$705K - $763K
|
628K
$18.9M
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
8.68K+ 2.59% |
$220K - $238K
|
344K
$10.3M
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.19K+ 49.86% |
$233K - $252K
|
27.6K
$831K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
88.9KNew |
$2.25M - $2.44M
|
88.9K
$2.67M
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
55+ 0.3% |
$1.39K - $1.51K
|
18.4K
$552K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
46.4K+ 16.84% |
$1.18M - $1.27M
|
322K
$9.68M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
103K+ 10.55% |
$2.62M - $2.84M
|
1.08M
$32.6M
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.66K+ 18.15% |
$92.9K - $101K
|
23.8K
$717K
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-112- 1.07% |
$2.84K - $3.08K
|
10.4K
$312K
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.96K+ 6.31% |
$202K - $219K
|
134K
$4.03M
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23.4K- 5.47% |
$593K - $642K
|
404K
$12.1M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
105K+ 16.22% |
$2.67M - $2.89M
|
753K
$22.6M
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
64.3K+ 30.43% |
$1.63M - $1.77M
|
276K
$8.28M
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-777- 1.91% |
$19.7K - $21.3K
|
39.9K
$1.2M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.75K+ 5.69% |
$247K - $268K
|
181K
$5.44M
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
18.3K+ 8.53% |
$465K - $504K
|
233K
$7.01M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
116K+ 30.29% |
$2.94M - $3.19M
|
499K
$15M
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.83K+ 0.73% |
$46.5K - $50.4K
|
254K
$7.62M
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-950- 6.5% |
$24.1K - $26.1K
|
13.7K
$411K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
65.7KNew |
$1.67M - $1.8M
|
65.7K
$1.98M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.23K+ 0.36% |
$107K - $116K
|
1.19M
$35.7M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
57.7K+ 37.37% |
$1.46M - $1.58M
|
212K
$6.37M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.4K+ 44.47% |
$341K - $369K
|
43.7K
$1.31M
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
5.61K+ 12.17% |
$142K - $154K
|
51.7K
$1.55M
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
13K+ 2.52% |
$328K - $356K
|
527K
$15.8M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
21.4K+ 12.96% |
$542K - $587K
|
186K
$5.6M
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.99K- 8.53% |
$75.8K - $82.1K
|
32.1K
$964K
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.12K+ 3.13% |
$53.7K - $58.2K
|
69.8K
$2.1M
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
49.1K+ 10.12% |
$1.24M - $1.35M
|
534K
$16.1M
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
461+ 15.73% |
$11.7K - $12.7K
|
3.39K
$102K
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
29.5K+ 14.86% |
$748K - $810K
|
228K
$6.85M
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
40.1K+ 8.8% |
$1.02M - $1.1M
|
496K
$14.9M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
46.5K+ 4.75% |
$1.18M - $1.28M
|
1.03M
$30.8M
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
33.3K+ 10.48% |
$843K - $913K
|
350K
$10.5M
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-25- 0.05% |
$634 - $687
|
49.2K
$1.48M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
13.3K+ 9.71% |
$338K - $366K
|
150K
$4.52M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.99K+ 8.79% |
$152K - $165K
|
74.2K
$2.23M
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.96K+ 1.4% |
$49.6K - $53.7K
|
142K
$4.26M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.65K+ 3.27% |
$92.5K - $100K
|
115K
$3.47M
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
56.9K+ 27.25% |
$1.44M - $1.56M
|
265K
$7.98M
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.55K+ 0.46% |
$90.1K - $97.6K
|
776K
$23.3M
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
72.1K+ 6.1% |
$1.83M - $1.98M
|
1.25M
$37.7M
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
267+ 1.55% |
$6.77K - $7.33K
|
17.4K
$524K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-17.3K- 12.9% |
$439K - $476K
|
117K
$3.52M
|