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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
285KNew |
N/A
|
285K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
118KNew |
N/A
|
118K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
84KNew |
N/A
|
84K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
68.4K+ 121.27% |
N/A
|
125K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
67.7K+ 14.95% |
N/A
|
521K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
58.6KNew |
N/A
|
58.6K
$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
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
36KNew |
N/A
|
36K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
32.6K+ 3.98% |
N/A
|
852K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
19.5K+ 38.67% |
N/A
|
69.8K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.4KNew |
N/A
|
19.4K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
19.2K+ 10.26% |
N/A
|
206K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
18.3K+ 17.93% |
N/A
|
120K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
17.2KNew |
N/A
|
17.2K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15.9K+ 4.26% |
N/A
|
389K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
14.7K+ 4.67% |
N/A
|
330K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
14.4K+ 15.39% |
N/A
|
108K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12.5K+ 4.56% |
N/A
|
286K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 48.86% |
N/A
|
31.9K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.76K+ 29.95% |
N/A
|
38K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
8.69KNew |
N/A
|
8.69K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
8.12KNew |
N/A
|
8.12K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.35KNew |
N/A
|
7.35K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.09K+ 67.43% |
N/A
|
17.6K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.84K+ 14.77% |
N/A
|
53.2K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
6.28KNew |
N/A
|
6.28K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.17KNew |
N/A
|
6.17K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
6.1K+ 36.15% |
N/A
|
23K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.25K+ 8.36% |
N/A
|
68.1K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.97KNew |
N/A
|
4.97K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
4.42K+ 7.64% |
N/A
|
62.2K
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.32K+ 7.83% |
N/A
|
59.5K
$0
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.83KNew |
N/A
|
3.83K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3K+ 23.11% |
N/A
|
16K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.82K+ 14.63% |
N/A
|
22.1K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.68K+ 28.34% |
N/A
|
12.1K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.6K+ 34.85% |
N/A
|
10.1K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.38K+ 4.0% |
N/A
|
62K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.34K+ 6.83% |
N/A
|
36.6K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.32K+ 3.86% |
N/A
|
62.4K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
2.28K+ 21.92% |
N/A
|
12.7K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.98K+ 5.65% |
N/A
|
37K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.86K+ 8.83% |
N/A
|
22.9K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.79K+ 21.4% |
N/A
|
10.1K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.71K+ 27.56% |
N/A
|
7.9K
$0
|