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 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-100- 1.82% |
$2.24K - $2.48K
|
5.4K
$142K
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
8.58KNew |
$192K - $213K
|
8.58K
$225K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.58K- 8.29% |
$52.2K - $60.5K
|
28.6K
$749K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.6KNew |
$32.4K - $37.6K
|
1.6K
$42.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
7.95KNew |
$161K - $186K
|
7.95K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
197New |
$3.98K - $4.62K
|
197
$5.17K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
149KNew |
$3.02M - $3.5M
|
149K
$3.92M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-21.2K- 48.55% |
$433K - $510K
|
22.5K
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$229K - $269K
|
11.2K
$294K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12K- 88.79% |
$246K - $290K
|
1.52K
$39.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
643K+ 42.71% |
$13.1M - $15.5M
|
2.15M
$56.3M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
$9.3M - $10.3M
|
400K
$10.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.94KNew |
$161K - $179K
|
6.94K
$182K
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
17.2KNew |
$401K - $446K
|
17.2K
$452K
|
|