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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.95K+ 1.91% |
N/A
|
210K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
5K+ 8.41% |
N/A
|
64.5K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
53.6K+ 25.61% |
N/A
|
263K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
351+ 3.14% |
N/A
|
11.5K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-11.5K- 16.52% |
N/A
|
58.3K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
6.37KNew |
N/A
|
6.37K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
6.69K+ 72.41% |
N/A
|
15.9K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-59.3K- 44.44% |
N/A
|
74.1K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
39+ 0.48% |
N/A
|
8.16K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
25+ 0.34% |
N/A
|
7.38K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 11.83% |
N/A
|
9.07K
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
946+ 9.83% |
N/A
|
10.6K
$0
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.03KNew |
N/A
|
1.03K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
20+ 0.24% |
N/A
|
8.28K
$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
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 256.07% |
N/A
|
1.47K
$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 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
6.28KNew |
N/A
|
6.28K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
2.28K+ 21.92% |
N/A
|
12.7K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
654+ 10.3% |
N/A
|
7K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.17KNew |
N/A
|
6.17K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.14KNew |
N/A
|
1.14K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
118KNew |
N/A
|
118K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-337- 15.4% |
N/A
|
1.85K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
755+ 6.33% |
N/A
|
12.7K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 7.23% |
N/A
|
77
$0
|
|
| Q3 2024 | |||||||
|
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
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.6K+ 38.47% |
N/A
|
88.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
98.9K+ 638.66% |
N/A
|
114K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
750+ 77.32% |
N/A
|
1.72K
$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
|
Belpointe Asset Management LLC
|
BUY
|
- |
24+ 4.98% |
N/A
|
506
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.5K+ 31.67% |
N/A
|
10.4K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55New |
N/A
|
55
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-30- 0.21% |
N/A
|
14.6K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-120- 15.63% |
N/A
|
648
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 1.33% |
N/A
|
76
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
291+ 4.75% |
N/A
|
6.42K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
2.64K+ 37.76% |
N/A
|
9.63K
$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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.3KNew |
N/A
|
24.3K
$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
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.13K+ 14.11% |
N/A
|
9.14K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
689New |
N/A
|
689
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 7.23% |
N/A
|
1.07K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
N/A
|
1
$0
|
|