Latest Institutional Purchases of Dimensional ETF Tr Emerging Mk (DFEM)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Emerging Mk (DFEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
177New |
$4.18K - $4.54K
|
177
$4.81K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
107New |
$2.53K - $2.74K
|
107
$2.91K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9.83K+ 1.16% |
$220K - $245K
|
860K
$23.4M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7.05K+ 9.87% |
$158K - $176K
|
78.5K
$2.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.88K+ 12.43% |
$42K - $46.9K
|
17K
$462K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
358New |
$8K - $8.94K
|
358
$9.74K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
342New |
$7.65K - $8.54K
|
342
$9.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
120New |
$2.68K - $3K
|
120
$3.26K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
238KNew |
$5.51M - $6.05M
|
238K
$6.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
134K+ 94.82% |
$3.09M - $3.4M
|
275K
$7.47M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
27.5K+ 6.41% |
$636K - $698K
|
456K
$12.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
19.5KNew |
$451K - $496K
|
19.5K
$530K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.5K+ 8.67% |
$336K - $369K
|
182K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6KNew |
$269K - $296K
|
11.6K
$316K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.41KNew |
$32.7K - $35.9K
|
1.41K
$38.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
844New |
$19.5K - $21.5K
|
844
$23K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
450+ 11.39% |
$10.4K - $11.4K
|
4.4K
$120K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
371New |
$8.59K - $9.43K
|
371
$10.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
70+ 77.78% |
$1.62K - $1.78K
|
160
$4.35K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
70.1K+ 7.36% |
$1.61M - $1.74M
|
1.02M
$27.8M
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
50.5KNew |
$1.13M - $1.25M
|
50.5K
$1.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
8.58KNew |
$192K - $213K
|
8.58K
$233K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.2KNew |
$94.1K - $104K
|
4.2K
$114K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
689New |
$15.4K - $17.1K
|
689
$18.7K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
16+ 0.08% |
$359 - $397
|
21.2K
$576K
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
149KNew |
$3.02M - $3.5M
|
149K
$4.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
7.95KNew |
$161K - $186K
|
7.95K
$216K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.6KNew |
$32.4K - $37.6K
|
1.6K
$43.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
197New |
$3.98K - $4.62K
|
197
$5.36K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
643K+ 42.71% |
$13.1M - $15.5M
|
2.15M
$58.4M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
$9.3M - $10.3M
|
400K
$10.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
17.2KNew |
$401K - $446K
|
17.2K
$469K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.94KNew |
$161K - $179K
|
6.94K
$189K
|
|