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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16.1K+ 4.51% |
N/A
|
373K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.83% |
N/A
|
2.19K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.25KNew |
N/A
|
6.25K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
89+ 1.21% |
N/A
|
7.47K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 58818.18% |
N/A
|
13K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-120- 15.63% |
N/A
|
648
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.5K- 7.76% |
N/A
|
17.8K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.23K+ 55.0% |
N/A
|
11.9K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
6.35KNew |
N/A
|
6.35K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
742+ 3.66% |
N/A
|
21K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.5K+ 16.78% |
N/A
|
101K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.41K+ 12.22% |
N/A
|
13K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
87+ 0.12% |
N/A
|
73.4K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 1.33% |
N/A
|
76
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
32+ 0.84% |
N/A
|
3.85K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.19KNew |
N/A
|
6.19K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.98K+ 6.14% |
N/A
|
34.2K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
291+ 4.75% |
N/A
|
6.42K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.54KNew |
N/A
|
3.54K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
279+ 1.07% |
N/A
|
26.3K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
SELL
|
- |
-196- 1.08% |
N/A
|
18K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.66K+ 3.09% |
N/A
|
55.2K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
10K+ 27.54% |
N/A
|
46.3K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
868+ 5.36% |
N/A
|
17.1K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
172+ 2.02% |
N/A
|
8.67K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 8.09% |
N/A
|
13.5K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
247+ 2.1% |
N/A
|
12K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-454- 1.33% |
N/A
|
33.7K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
8.33K+ 9.77% |
N/A
|
93.6K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23- 0.29% |
N/A
|
7.93K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-10.4K- 3.19% |
N/A
|
315K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
266+ 2.59% |
N/A
|
10.5K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
2.64K+ 37.76% |
N/A
|
9.63K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.06K+ 32.72% |
N/A
|
8.36K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.66K- 9.64% |
N/A
|
24.9K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
208+ 0.41% |
N/A
|
50.3K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-64- 0.11% |
N/A
|
57.8K
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.89% |
N/A
|
452
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.18K+ 0.76% |
N/A
|
552K
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
9.19KNew |
N/A
|
9.19K
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.05K+ 20.86% |
N/A
|
35K
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
22.5K+ 5.23% |
N/A
|
453K
$0
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
8.09KNew |
N/A
|
8.09K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.3KNew |
N/A
|
31.3K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.3KNew |
N/A
|
24.3K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-737- 20.42% |
N/A
|
2.87K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.6K- 29.26% |
N/A
|
37.8K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
812+ 6.77% |
N/A
|
12.8K
$0
|
|