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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.2K+ 10.32% |
$146K - $159K
|
66.2K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
107New |
$2.53K - $2.74K
|
107
$2.83K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.97K- 34.74% |
$46.4K - $50.4K
|
3.69K
$97.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.6K+ 30.3% |
$180K - $195K
|
32.7K
$866K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-433- 1.9% |
$10.2K - $11.1K
|
22.4K
$592K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-4.12K- 21.18% |
$97.3K - $106K
|
15.3K
$406K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7.05K+ 9.87% |
$158K - $176K
|
78.5K
$2.08M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
160K+ 48.41% |
$3.57M - $3.98M
|
489K
$13M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
358New |
$8K - $8.94K
|
358
$9.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
34New |
$760 - $849
|
34
$901
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.88K+ 12.43% |
$42K - $46.9K
|
17K
$450K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.06K- 90.39% |
$113K - $126K
|
538
$14.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
342New |
$7.65K - $8.54K
|
342
$9.06K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9.83K+ 1.16% |
$220K - $245K
|
860K
$22.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-145- 0.32% |
$3.24K - $3.62K
|
45.6K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
120New |
$2.68K - $3K
|
120
$3.18K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
305K+ 854.4% |
$7.07M - $7.77M
|
341K
$9.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6KNew |
$269K - $296K
|
11.6K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
844New |
$19.5K - $21.5K
|
844
$22.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-372- 0.78% |
$8.62K - $9.46K
|
47.5K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.6KNew |
$222K - $244K
|
9.6K
$254K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
134K+ 94.82% |
$3.09M - $3.4M
|
275K
$7.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
371New |
$8.59K - $9.43K
|
371
$9.83K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
450+ 11.39% |
$10.4K - $11.4K
|
4.4K
$117K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
19.5KNew |
$451K - $496K
|
19.5K
$516K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.41KNew |
$32.7K - $35.9K
|
1.41K
$37.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
27.5K+ 6.41% |
$636K - $698K
|
456K
$12.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
238KNew |
$5.51M - $6.05M
|
238K
$6.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.5K+ 8.67% |
$336K - $369K
|
182K
$4.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
70+ 77.78% |
$1.62K - $1.78K
|
160
$4.24K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-169- 0.79% |
$3.89K - $4.19K
|
21.2K
$563K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
70.1K+ 7.36% |
$1.61M - $1.74M
|
1.02M
$27.1M
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
50.5KNew |
$1.13M - $1.25M
|
50.5K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.2KNew |
$94.1K - $104K
|
4.2K
$111K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
16+ 0.08% |
$359 - $397
|
21.2K
$561K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
689New |
$15.4K - $17.1K
|
689
$18.3K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.32K- 38.26% |
$51.9K - $57.5K
|
3.74K
$99K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-100- 1.82% |
$2.24K - $2.48K
|
5.4K
$143K
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
8.58KNew |
$192K - $213K
|
8.58K
$227K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.58K- 8.29% |
$52.2K - $60.5K
|
28.6K
$757K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.6KNew |
$32.4K - $37.6K
|
1.6K
$42.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
7.95KNew |
$161K - $186K
|
7.95K
$211K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
197New |
$3.98K - $4.62K
|
197
$5.22K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
149KNew |
$3.02M - $3.5M
|
149K
$3.96M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-21.2K- 48.55% |
$433K - $510K
|
22.5K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$229K - $269K
|
11.2K
$297K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12K- 88.79% |
$246K - $290K
|
1.52K
$40.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
643K+ 42.71% |
$13.1M - $15.5M
|
2.15M
$56.9M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
$9.3M - $10.3M
|
400K
$10.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.94KNew |
$161K - $179K
|
6.94K
$184K
|
|