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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
94.7KNew |
$2.39M - $2.7M
|
94.7K
$2.48M
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.9K- 3.98% |
$477K - $538K
|
456K
$11.9M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 8.11% |
$503K - $568K
|
266K
$6.98M
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
13.6K+ 8.17% |
$343K - $388K
|
180K
$4.73M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
98+ 138.03% |
$2.47K - $2.79K
|
169
$4.43K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.35K+ 1.12% |
$84.5K - $95.3K
|
302K
$7.91M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.8K+ 34.0% |
$171K - $193K
|
26.8K
$702K
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
27.9K+ 3.38% |
$702K - $793K
|
853K
$22.4M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
379+ 10.63% |
$9.55K - $10.8K
|
3.94K
$103K
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-845- 5.1% |
$21.3K - $24K
|
15.7K
$412K
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
45.2K+ 5.32% |
$1.14M - $1.29M
|
895K
$23.5M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.03K- 1.14% |
$26K - $29.4K
|
89.6K
$2.35M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
13.7K+ 8.6% |
$346K - $391K
|
173K
$4.55M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-335- 1.27% |
$8.45K - $9.53K
|
26K
$682K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.9K+ 10.41% |
$602K - $680K
|
253K
$6.64M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
101K+ 9.31% |
$2.55M - $2.88M
|
1.19M
$31.1M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
24K+ 12.66% |
$606K - $684K
|
214K
$5.61M
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
14.1K+ 4.85% |
$354K - $400K
|
304K
$7.97M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.93K+ 1.31% |
$175K - $197K
|
534K
$14M
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-666- 4.23% |
$16.8K - $19K
|
15.1K
$396K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3KNew |
$286K - $323K
|
11.3K
$297K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23+ 0.08% |
$580 - $655
|
27.6K
$723K
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
7.64K+ 5.06% |
$193K - $217K
|
159K
$4.16M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
193K+ 88.09% |
$4.88M - $5.51M
|
413K
$10.8M
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
245KNew |
$6.18M - $6.98M
|
245K
$6.43M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.52K+ 6.05% |
$215K - $242K
|
149K
$3.92M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-886- 64.81% |
$22.3K - $25.2K
|
481
$12.6K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.9KNew |
$199K - $225K
|
7.9K
$207K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-389K- 73.31% |
$9.82M - $11.1M
|
142K
$3.72M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
18.2KNew |
$459K - $518K
|
18.2K
$477K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-37.5K- 46.73% |
$945K - $1.07M
|
42.8K
$1.12M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
83K+ 3.78% |
$2.09M - $2.36M
|
2.28M
$59.8M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
19.4K+ 52.51% |
$490K - $553K
|
56.4K
$1.48M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
63.9K+ 11.81% |
$1.61M - $1.82M
|
605K
$15.9M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.85K- 3.13% |
$71.8K - $81.1K
|
88.2K
$2.31M
|
|
Q2 2024 | |||||||
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
25New |
$621 - $680
|
25
$656
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
98.9KNew |
$2.46M - $2.69M
|
98.9K
$2.59M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.7KNew |
$390K - $427K
|
15.7K
$412K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
227+ 69.63% |
$5.64K - $6.17K
|
553
$14.5K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 3.72% |
$26.4K - $28.9K
|
29.7K
$779K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
783K+ 24.66% |
$19.5M - $21.3M
|
3.96M
$104M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.67% |
$99.4 - $109
|
605
$15.9K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7.83K+ 18.93% |
$194K - $213K
|
49.2K
$1.29M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.66KNew |
$90.9K - $99.6K
|
3.66K
$96K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.05K- 17.06% |
$50.9K - $55.8K
|
9.97K
$261K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
25K+ 89.72% |
$621K - $680K
|
52.9K
$1.39M
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$325K - $356K
|
13.1K
$343K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
805+ 25.88% |
$20K - $21.9K
|
3.92K
$103K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
64New |
$1.59K - $1.74K
|
64
$1.68K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
108New |
$2.68K - $2.94K
|
108
$2.83K
|