Latest Institutional Transactions on Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Emerging Mk (DFEM) 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.9K+ 25.9% |
$887K - $978K
|
165K
$4.33M
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
7.14K+ 17.09% |
$187K - $206K
|
48.9K
$1.29M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.85K+ 1.81% |
$74.7K - $82.3K
|
161K
$4.23M
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.96K+ 2.19% |
$51.4K - $56.6K
|
91.7K
$2.41M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-791- 9.45% |
$20.7K - $22.8K
|
7.58K
$199K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.15KNew |
$213K - $235K
|
8.15K
$214K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
17K+ 3.88% |
$445K - $491K
|
456K
$12M
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20.7K+ 3.09% |
$541K - $596K
|
690K
$18.1M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
10.2K+ 5.56% |
$267K - $294K
|
194K
$5.1M
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
284KNew |
$7.44M - $8.2M
|
284K
$7.47M
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
20.1K+ 4.2% |
$526K - $580K
|
500K
$13.1M
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
8.27KNew |
$216K - $238K
|
8.27K
$217K
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
106+ 0.16% |
$2.77K - $3.05K
|
65.3K
$1.71M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
389New |
$10.2K - $11.2K
|
389
$10.2K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.56K+ 6.06% |
$119K - $131K
|
79.7K
$2.09M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-900- 7.01% |
$23.5K - $25.9K
|
11.9K
$314K
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
21.8K+ 4.53% |
$571K - $629K
|
504K
$13.2M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.61K- 13.11% |
$68.3K - $75.3K
|
17.3K
$455K
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.14K+ 6.13% |
$29.9K - $33K
|
19.8K
$520K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.6KNew |
$328K - $362K
|
12.6K
$330K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.56KNew |
$40.7K - $44.8K
|
1.56K
$40.8K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
31.2K+ 5.26% |
$817K - $900K
|
625K
$16.4M
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
9+ 0.02% |
$235 - $259
|
46.1K
$1.21M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
93.6K+ 4.02% |
$2.45M - $2.7M
|
2.42M
$63.6M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
45.7K+ 25.14% |
$1.19M - $1.32M
|
227K
$5.97M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
60.8K+ 17.44% |
$1.59M - $1.75M
|
409K
$10.7M
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
106KNew |
$2.78M - $3.07M
|
106K
$2.79M
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.35K+ 1.04% |
$87.7K - $96.7K
|
327K
$8.59M
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.68K+ 15.23% |
$96.2K - $106K
|
27.8K
$731K
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
41.1K+ 4.26% |
$1.08M - $1.19M
|
1.01M
$26.4M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.35K+ 22.4% |
$87.7K - $96.6K
|
18.3K
$481K
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
55.4K+ 11.49% |
$1.45M - $1.6M
|
537K
$14.1M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
10.7K+ 112.17% |
$279K - $307K
|
20.2K
$530K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 0.03% |
$314 - $346
|
38.3K
$1.01M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15.8K+ 2.09% |
$413K - $455K
|
772K
$20.3M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
16K+ 15.63% |
$418K - $461K
|
118K
$3.11M
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-448K- 75.22% |
$11.7M - $12.9M
|
148K
$3.88M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
77K+ 3.23% |
$2.01M - $2.22M
|
2.46M
$64.5M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
2.49K+ 0.49% |
$65.2K - $71.8K
|
508K
$13.3M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-183- 0.37% |
$4.79K - $5.27K
|
49.2K
$1.29M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
8.17K+ 6.21% |
$214K - $236K
|
140K
$3.67M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3K- 44.21% |
$321K - $353K
|
15.5K
$406K
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
50+ 0.64% |
$1.31K - $1.44K
|
7.88K
$207K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-105- 0.36% |
$2.75K - $3.03K
|
29K
$761K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
147KNew |
$3.85M - $4.24M
|
147K
$3.86M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10.2K+ 8.39% |
$268K - $295K
|
132K
$3.48M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.9K- 2.03% |
$49.6K - $54.6K
|
91.3K
$2.4M
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
42.8K+ 37.51% |
$1.12M - $1.23M
|
157K
$4.12M
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
315K+ 32.11% |
$8.24M - $9.07M
|
1.3M
$34M
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
44KNew |
$1.15M - $1.27M
|
44K
$1.16M
|