Latest Institutional Purchases of Dimensional ETF Tr Dimen Emrgn (DFSE)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimen Emrgn (DFSE) 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
548KNew |
N/A
|
548K
$0
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
207KNew |
N/A
|
207K
$0
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
125KNew |
N/A
|
125K
$0
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
122KNew |
N/A
|
122K
$0
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
90.1K+ 154.58% |
N/A
|
148K
$0
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
56.4K+ 34.03% |
N/A
|
222K
$0
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
55.1KNew |
N/A
|
55.1K
$0
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
47.1KNew |
N/A
|
47.1K
$0
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
46.8KNew |
N/A
|
46.8K
$0
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.8KNew |
N/A
|
29.8K
$0
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
28.5K+ 64.2% |
N/A
|
72.9K
$0
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
20.9K+ 17.29% |
N/A
|
142K
$0
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
19.5K+ 5.86% |
N/A
|
352K
$0
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
18.3KNew |
N/A
|
18.3K
$0
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$0
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
9.88K+ 17.44% |
N/A
|
66.5K
$0
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7.8K+ 34.03% |
N/A
|
30.7K
$0
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.77KNew |
N/A
|
7.77K
$0
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
7.26KNew |
N/A
|
7.26K
$0
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.01K+ 10.87% |
N/A
|
71.5K
$0
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.32KNew |
N/A
|
6.32K
$0
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.25KNew |
N/A
|
6.25K
$0
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
6.17K+ 93.93% |
N/A
|
12.7K
$0
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.07KNew |
N/A
|
6.07K
$0
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
5.68K+ 8.2% |
N/A
|
74.9K
$0
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.45KNew |
N/A
|
5.45K
$0
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.42KNew |
N/A
|
5.42K
$0
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
5.41KNew |
N/A
|
5.41K
$0
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5.27KNew |
N/A
|
5.27K
$0
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.08K+ 8.53% |
N/A
|
51.9K
$0
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.86K+ 8.39% |
N/A
|
49.8K
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.73K+ 44.93% |
N/A
|
12K
$0
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 1.12% |
N/A
|
306K
$0
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.38K+ 2.73% |
N/A
|
127K
$0
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.65K+ 3.05% |
N/A
|
89.8K
$0
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.06K+ 25.29% |
N/A
|
10.2K
$0
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.01K+ 6.98% |
N/A
|
30.8K
$0
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.8K+ 5.99% |
N/A
|
31.9K
$0
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1.76K+ 0.67% |
N/A
|
265K
$0
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.65K+ 19.52% |
N/A
|
10.1K
$0
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
1.58K+ 7.88% |
N/A
|
21.6K
$0
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
1.27K+ 3.12% |
N/A
|
42.1K
$0
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.18K+ 58900.0% |
N/A
|
1.18K
$0
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.15K+ 2.04% |
N/A
|
57.3K
$0
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.02K+ 9.67% |
N/A
|
11.6K
$0
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
926+ 2.15% |
N/A
|
43.9K
$0
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
826+ 10.97% |
N/A
|
8.36K
$0
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
757+ 6.24% |
N/A
|
12.9K
$0
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
713+ 3.44% |
N/A
|
21.4K
$0
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
617+ 8.36% |
N/A
|
8K
$0
|