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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
44+ 44.0% |
N/A
|
144
$0
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.03% |
N/A
|
11.1K
$0
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.9% |
N/A
|
1.35K
$0
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
98.9K+ 638.66% |
N/A
|
114K
$0
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$0
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-265- 3.7% |
N/A
|
6.9K
$0
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
182K+ 28.48% |
N/A
|
819K
$0
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.6K+ 38.47% |
N/A
|
88.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.01K+ 31.52% |
N/A
|
29.3K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.1KNew |
N/A
|
38.1K
$0
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-160K- 43.24% |
N/A
|
210K
$0
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
750+ 77.32% |
N/A
|
1.72K
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$0
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
4.14K+ 66.0% |
N/A
|
10.4K
$0
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
59.6KNew |
N/A
|
59.6K
$0
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
732+ 1.23% |
N/A
|
60K
$0
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$0
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.68K+ 6.0% |
N/A
|
29.6K
$0
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
255+ 0.58% |
N/A
|
44.1K
$0
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.26K+ 2.34% |
N/A
|
273K
$0
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
133+ 1.16% |
N/A
|
11.6K
$0
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$0
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
5.37K+ 20.23% |
N/A
|
31.9K
$0
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
24+ 4.98% |
N/A
|
506
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95+ 1.31% |
N/A
|
7.34K
$0
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
933+ 5.86% |
N/A
|
16.9K
$0
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27+ 3.21% |
N/A
|
867
$0
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55+ 196.43% |
N/A
|
83
$0
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
902+ 10.46% |
N/A
|
9.53K
$0
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30.2K+ 37.44% |
N/A
|
111K
$0
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
539+ 6.0% |
N/A
|
9.53K
$0
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.5K+ 31.67% |
N/A
|
10.4K
$0
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.95KNew |
N/A
|
6.95K
$0
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
795+ 1.35% |
N/A
|
59.6K
$0
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.58K+ 18.0% |
N/A
|
62.8K
$0
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.36K+ 16.82% |
N/A
|
9.44K
$0
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
12.3K+ 7.06% |
N/A
|
187K
$0
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55New |
N/A
|
55
$0
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.91K+ 11.05% |
N/A
|
19.1K
$0
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.04K+ 30.02% |
N/A
|
8.85K
$0
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.19K+ 4.29% |
N/A
|
102K
$0
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.16K+ 22.25% |
N/A
|
6.37K
$0
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-4.42K- 12.8% |
N/A
|
30.1K
$0
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
133+ 12.38% |
N/A
|
1.21K
$0
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-3.01K- 1.41% |
N/A
|
211K
$0
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
10K+ 8.95% |
N/A
|
122K
$0
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
955+ 7.61% |
N/A
|
13.5K
$0
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-30- 0.21% |
N/A
|
14.6K
$0
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
13.6K+ 17.01% |
N/A
|
93.4K
$0
|