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
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
95.1K+ 17.2% |
$2.49M - $2.74M
|
648K
$16.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
47.6KNew |
$1.24M - $1.37M
|
47.6K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
400KNew |
$10.5M - $11.5M
|
400K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
138K+ 56.24% |
$3.61M - $3.98M
|
383K
$9.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
307K+ 6.92% |
$8.04M - $8.86M
|
4.75M
$121M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8+ 23.53% |
$209 - $231
|
42
$1.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
177K+ 186.79% |
$4.63M - $5.1M
|
272K
$6.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
32.8KNew |
$858K - $945K
|
32.8K
$839K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
137KNew |
$3.59M - $3.95M
|
137K
$3.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
156KNew |
$4.09M - $4.51M
|
156K
$4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
180K+ 12.86% |
$4.71M - $5.19M
|
1.58M
$40.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
252KNew |
$6.59M - $7.26M
|
252K
$6.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
226KNew |
$5.91M - $6.51M
|
226K
$5.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
21.4KNew |
$559K - $616K
|
21.4K
$547K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
140K+ 44.37% |
$3.66M - $4.03M
|
455K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
37.9K+ 32.55% |
$992K - $1.09M
|
154K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
181KNew |
$4.72M - $5.2M
|
181K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
14.3K+ 2.29% |
$374K - $412K
|
638K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
17.6KNew |
$460K - $507K
|
17.6K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
246+ 0.9% |
$6.44K - $7.09K
|
27.5K
$705K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.7K- 11.11% |
$44.3K - $48.8K
|
13.6K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18.4KNew |
$482K - $531K
|
18.4K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
78.7KNew |
$2.06M - $2.27M
|
78.7K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.7K+ 32.99% |
$881K - $971K
|
136K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 3.39% |
$474K - $522K
|
553K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
12.7K+ 4.67% |
$333K - $367K
|
285K
$7.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.03K+ 6.14% |
$53.1K - $58.5K
|
35.1K
$898K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.88K+ 0.62% |
$49.1K - $54K
|
304K
$7.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
112K+ 114.87% |
$2.92M - $3.21M
|
209K
$5.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
159K+ 2.77% |
$4.17M - $4.6M
|
5.92M
$152M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-163- 0.72% |
$4.26K - $4.7K
|
22.5K
$577K
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
235KNew |
$6.16M - $6.78M
|
235K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11.4KNew |
$297K - $327K
|
11.4K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
23.6KNew |
$617K - $680K
|
23.6K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.38KNew |
$36.1K - $39.8K
|
1.38K
$35.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
173KNew |
$4.54M - $5M
|
173K
$4.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
31.1K+ 5.14% |
$814K - $897K
|
637K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
105KNew |
$2.76M - $3.04M
|
105K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.77KNew |
$229K - $253K
|
8.77K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
299K+ 43.85% |
$7.81M - $8.61M
|
980K
$25.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
1.73K+ 0.08% |
$45.3K - $49.9K
|
2.24M
$57.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
177KNew |
$4.64M - $5.11M
|
177K
$4.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
75.6K+ 62.84% |
$1.98M - $2.18M
|
196K
$5.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
971+ 1.1% |
$25.4K - $28K
|
89.1K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.4K+ 8.39% |
$220K - $242K
|
109K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-332- 3.01% |
$8.69K - $9.57K
|
10.7K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.23K+ 3.63% |
$32.1K - $35.4K
|
35.1K
$897K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.52K+ 1.04% |
$66K - $72.7K
|
245K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
48.3K+ 28.96% |
$1.26M - $1.39M
|
215K
$5.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 12.25% |
$35.4K - $39K
|
12.4K
$317K
|