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 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
14.3K+ 16.33% |
$362K - $408K
|
102K
$2.71M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
36.3K+ 12.4% |
$916K - $1.03M
|
330K
$8.73M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
25New |
$621 - $680
|
25
$662
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
98.9KNew |
$2.46M - $2.69M
|
98.9K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.7KNew |
$390K - $427K
|
15.7K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
227+ 69.63% |
$5.64K - $6.17K
|
553
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
50+ 0.64% |
$1.24K - $1.36K
|
7.83K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 3.72% |
$26.4K - $28.9K
|
29.7K
$787K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
783K+ 24.66% |
$19.5M - $21.3M
|
3.96M
$105M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.67% |
$99.4 - $109
|
605
$16K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7.83K+ 18.93% |
$194K - $213K
|
49.2K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.4K+ 6.47% |
$334K - $365K
|
221K
$5.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.66KNew |
$90.9K - $99.6K
|
3.66K
$97K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.05K- 17.06% |
$50.9K - $55.8K
|
9.97K
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
25K+ 89.72% |
$621K - $680K
|
52.9K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$325K - $356K
|
13.1K
$347K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
805+ 25.88% |
$20K - $21.9K
|
3.92K
$104K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
64New |
$1.59K - $1.74K
|
64
$1.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
205+ 0.45% |
$5.09K - $5.58K
|
46.1K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
108New |
$2.68K - $2.94K
|
108
$2.86K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.2K- 12.12% |
$29.8K - $32.6K
|
8.7K
$230K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.38K- 5.47% |
$59.1K - $64.7K
|
41.1K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
18.2KNew |
$453K - $496K
|
18.2K
$483K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
50.2KNew |
$1.18M - $1.29M
|
50.2K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
479New |
$11.3K - $12.3K
|
479
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.1KNew |
$263K - $285K
|
11.1K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 45.13% |
$356K - $387K
|
18.3K
$486K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
177New |
$4.18K - $4.54K
|
177
$4.69K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.6KNew |
$345K - $374K
|
14.6K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-18.8K- 48.55% |
$445K - $483K
|
20K
$529K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
24.2KNew |
$572K - $621K
|
24.2K
$642K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
813+ 5.8% |
$19.2K - $20.8K
|
14.8K
$393K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-505- 3.2% |
$11.9K - $12.9K
|
15.3K
$405K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
886KNew |
$20.9M - $22.7M
|
886K
$23.5M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.03K- 1.45% |
$24.2K - $26.3K
|
69.9K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.2K+ 10.32% |
$146K - $159K
|
66.2K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
107New |
$2.53K - $2.74K
|
107
$2.83K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.97K- 34.74% |
$46.4K - $50.4K
|
3.69K
$97.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.6K+ 30.3% |
$180K - $195K
|
32.7K
$866K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-433- 1.9% |
$10.2K - $11.1K
|
22.4K
$592K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.26K- 11.46% |
$29.8K - $32.4K
|
9.75K
$258K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-4.12K- 21.18% |
$97.3K - $106K
|
15.3K
$406K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7.05K+ 9.87% |
$158K - $176K
|
78.5K
$2.08M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
160K+ 48.41% |
$3.57M - $3.98M
|
489K
$13M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
358New |
$8K - $8.94K
|
358
$9.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
34New |
$760 - $849
|
34
$901
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.88K+ 12.43% |
$42K - $46.9K
|
17K
$450K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.06K- 90.39% |
$113K - $126K
|
538
$14.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
342New |
$7.65K - $8.54K
|
342
$9.06K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9.83K+ 1.16% |
$220K - $245K
|
860K
$22.8M
|
|