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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8+ 23.53% |
$209 - $231
|
42
$1.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
1.73K+ 0.08% |
$45.3K - $49.9K
|
2.24M
$74M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.28KNew |
$33.4K - $36.7K
|
1.28K
$42.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.8K- 32.93% |
$99.5K - $110K
|
7.75K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
11.5KNew |
$301K - $332K
|
11.5K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
389New |
$10.2K - $11.2K
|
389
$12.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.12K+ 2.88% |
$55.4K - $61K
|
75.5K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
410+ 4.76% |
$10.7K - $11.8K
|
9.02K
$298K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.5KNew |
$113K - $128K
|
4.5K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
15.6KNew |
$394K - $445K
|
15.6K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
10.4KNew |
$261K - $295K
|
10.4K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-122K- 59.03% |
$3.08M - $3.48M
|
84.8K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$27.2K - $30.7K
|
1.08K
$35.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
135K+ 51.19% |
$3.41M - $3.85M
|
400K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-22.6K- 5.54% |
$570K - $643K
|
385K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.4KNew |
$666K - $752K
|
26.4K
$874K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
153New |
$3.86K - $4.35K
|
153
$5.06K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
141+ 5.85% |
$3.55K - $4.01K
|
2.55K
$84.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
98+ 138.03% |
$2.47K - $2.79K
|
169
$5.59K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
379+ 10.63% |
$9.55K - $10.8K
|
3.94K
$130K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-845- 5.1% |
$21.3K - $24K
|
15.7K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3KNew |
$286K - $323K
|
11.3K
$375K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
193K+ 88.09% |
$4.88M - $5.51M
|
413K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23+ 0.08% |
$580 - $655
|
27.6K
$912K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.9KNew |
$199K - $225K
|
7.9K
$261K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
25New |
$621 - $680
|
25
$827
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
98.9KNew |
$2.46M - $2.69M
|
98.9K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.7KNew |
$390K - $427K
|
15.7K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
783K+ 24.66% |
$19.5M - $21.3M
|
3.96M
$131M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.67% |
$99.4 - $109
|
605
$20K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
25K+ 89.72% |
$621K - $680K
|
52.9K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
64New |
$1.59K - $1.74K
|
64
$2.12K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
50.2KNew |
$1.18M - $1.29M
|
50.2K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 45.13% |
$356K - $387K
|
18.3K
$607K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
177New |
$4.18K - $4.54K
|
177
$5.86K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.6KNew |
$345K - $374K
|
14.6K
$483K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
24.2KNew |
$572K - $621K
|
24.2K
$801K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
813+ 5.8% |
$19.2K - $20.8K
|
14.8K
$490K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-505- 3.2% |
$11.9K - $12.9K
|
15.3K
$506K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
886KNew |
$20.9M - $22.7M
|
886K
$29.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.2K+ 10.32% |
$146K - $159K
|
66.2K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
107New |
$2.53K - $2.74K
|
107
$3.54K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7.05K+ 9.87% |
$158K - $176K
|
78.5K
$2.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
358New |
$8K - $8.94K
|
358
$11.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.88K+ 12.43% |
$42K - $46.9K
|
17K
$562K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
342New |
$7.65K - $8.54K
|
342
$11.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9.83K+ 1.16% |
$220K - $245K
|
860K
$28.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-145- 0.32% |
$3.24K - $3.62K
|
45.6K
$1.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
120New |
$2.68K - $3K
|
120
$3.97K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
844New |
$19.5K - $21.5K
|
844
$27.9K
|
|