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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
53.9K+ 11.26% |
$1.37M - $1.48M
|
533K
$16M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.17K- 17.86% |
$80.2K - $86.9K
|
14.6K
$438K
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.79KNew |
$45.4K - $49.2K
|
1.79K
$53.8K
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
22K+ 10.52% |
$558K - $605K
|
231K
$6.95M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.69K+ 74.27% |
$144K - $156K
|
13.4K
$401K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-682- 93.17% |
$17.3K - $18.7K
|
50
$1.5K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15New |
$380 - $412
|
15
$451
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12.1KNew |
$307K - $333K
|
12.1K
$364K
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.09K+ 4.3% |
$129K - $140K
|
123K
$3.71M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.4K+ 4.52% |
$35.5K - $38.4K
|
32.4K
$973K
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.88K+ 6.79% |
$47.7K - $51.7K
|
29.6K
$889K
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
66K+ 24.28% |
$1.67M - $1.81M
|
338K
$10.1M
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
60.2K+ 9.29% |
$1.53M - $1.65M
|
708K
$21.3M
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24.6K+ 15.31% |
$624K - $676K
|
186K
$5.58M
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.6K+ 2.69% |
$193K - $209K
|
290K
$8.72M
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
19.8K+ 4.84% |
$502K - $544K
|
429K
$12.9M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.57KNew |
$217K - $235K
|
8.57K
$258K
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
11.6K+ 3.55% |
$294K - $319K
|
339K
$10.2M
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
57.3K+ 33.43% |
$1.45M - $1.57M
|
229K
$6.87M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.86K+ 8.16% |
$72.6K - $78.6K
|
37.9K
$1.14M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.06% |
$710 - $769
|
49.3K
$1.48M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
325+ 2.72% |
$8.24K - $8.92K
|
12.3K
$369K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.74M+ 185.73% |
$69.3M - $75.1M
|
4.21M
$126M
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
10.8K+ 29.54% |
$274K - $297K
|
47.5K
$1.43M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 46.64% |
$575K - $623K
|
71.3K
$2.14M
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.61K+ 15.28% |
$91.4K - $99K
|
27.2K
$818K
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
715+ 4.06% |
$18.1K - $19.6K
|
18.3K
$551K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 4.86% |
$347K - $376K
|
295K
$8.88M
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
340+ 0.52% |
$8.62K - $9.34K
|
65.6K
$1.97M
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
18.5K+ 3.71% |
$470K - $509K
|
518K
$15.6M
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
159+ 0.8% |
$4.03K - $4.37K
|
20K
$600K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.45KNew |
$62.1K - $67.3K
|
2.45K
$73.7K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.56K+ 12.96% |
$90.2K - $97.7K
|
31K
$932K
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
13.3K+ 5.89% |
$337K - $365K
|
239K
$7.19M
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
13.6K+ 9.13% |
$345K - $373K
|
163K
$4.89M
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14.5K+ 2.32% |
$367K - $398K
|
640K
$19.2M
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11.9K+ 6.77% |
$303K - $328K
|
188K
$5.66M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.99K+ 3.64% |
$75.8K - $82.1K
|
85.1K
$2.56M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.35KNew |
$212K - $229K
|
8.35K
$251K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11K- 48.83% |
$279K - $302K
|
11.5K
$347K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.15K- 44.5% |
$207K - $224K
|
10.2K
$305K
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
17.8K+ 3.53% |
$451K - $489K
|
522K
$15.7M
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.01K+ 13.65% |
$76.3K - $82.7K
|
25.1K
$753K
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
7.56KNew |
$192K - $208K
|
7.56K
$227K
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
46.9K+ 9.98% |
$1.19M - $1.29M
|
518K
$15.6M
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
21.3K+ 25.51% |
$540K - $585K
|
105K
$3.15M
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
13.3K+ 14.48% |
$337K - $365K
|
105K
$3.15M
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
25K+ 4.92% |
$634K - $686K
|
533K
$16M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
32.7KNew |
$830K - $899K
|
32.7K
$984K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
74.3K+ 8.81% |
$1.88M - $2.04M
|
917K
$27.6M
|