Latest Institutional Transactions on Dimensional ETF Tr Dimen Emrgn (DFSE)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimen Emrgn (DFSE) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.52% |
N/A
|
1.36K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
36KNew |
N/A
|
36K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
20+ 0.24% |
N/A
|
8.28K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.09K+ 67.43% |
N/A
|
17.6K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
68.4K+ 121.27% |
N/A
|
125K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.19K- 0.97% |
N/A
|
121K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
307+ 4.45% |
N/A
|
7.21K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-179K- 85.05% |
N/A
|
31.4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
54.6K+ 49.21% |
N/A
|
166K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 256.07% |
N/A
|
1.47K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15.9K+ 4.26% |
N/A
|
389K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 1.19% |
N/A
|
3.59K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.38K+ 4.0% |
N/A
|
62K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.25K+ 8.36% |
N/A
|
68.1K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
955+ 8.59% |
N/A
|
12.1K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12.5K+ 4.56% |
N/A
|
286K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
131+ 1.37% |
N/A
|
9.66K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.4KNew |
N/A
|
19.4K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
84KNew |
N/A
|
84K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
850+ 6.29% |
N/A
|
14.4K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13+ 1.5% |
N/A
|
880
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
8.12KNew |
N/A
|
8.12K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.97KNew |
N/A
|
4.97K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
601+ 9.44% |
N/A
|
6.97K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
171+ 0.54% |
N/A
|
32.1K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-192- 2.62% |
N/A
|
7.14K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
930+ 8.02% |
N/A
|
12.5K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
8.69KNew |
N/A
|
8.69K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
6.28KNew |
N/A
|
6.28K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
17.2KNew |
N/A
|
17.2K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.01% |
N/A
|
8.85K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18- 0.21% |
N/A
|
8.65K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
2.28K+ 21.92% |
N/A
|
12.7K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
14.4K+ 15.39% |
N/A
|
108K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.32K+ 3.86% |
N/A
|
62.4K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-1.79K- 0.85% |
N/A
|
209K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 10.16% |
N/A
|
14.8K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
654+ 10.3% |
N/A
|
7K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3K+ 23.11% |
N/A
|
16K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
32.6K+ 3.98% |
N/A
|
852K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.17KNew |
N/A
|
6.17K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-213- 1.2% |
N/A
|
17.6K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 26.44% |
N/A
|
220
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.14KNew |
N/A
|
1.14K
$0
|