Latest Institutional Purchases of Dimensional ETF Tr Emerging Mk (DFEM)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Emerging Mk (DFEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
16.6K+ 3.3% |
$419K - $473K
|
520K
$13.8M
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
15.6KNew |
$394K - $445K
|
15.6K
$415K
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14.7K+ 2.53% |
$370K - $417K
|
594K
$15.8M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 7.76% |
$365K - $412K
|
201K
$5.34M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
14.3K+ 16.33% |
$362K - $408K
|
102K
$2.71M
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
14.1K+ 4.85% |
$354K - $400K
|
304K
$8.08M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
13.7K+ 8.6% |
$346K - $391K
|
173K
$4.61M
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
13.7K+ 63.91% |
$345K - $389K
|
35.1K
$933K
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
13.6K+ 8.17% |
$343K - $388K
|
180K
$4.79M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
12.8K+ 8.8% |
$322K - $364K
|
158K
$4.2M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.7K+ 17.59% |
$320K - $362K
|
85K
$2.26M
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
12.7K+ 6.63% |
$320K - $361K
|
204K
$5.42M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12.7K+ 5.01% |
$319K - $361K
|
266K
$7.06M
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
12.5K+ 4.74% |
$315K - $356K
|
276K
$7.33M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 13.75% |
$305K - $345K
|
100K
$2.66M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11.6KNew |
$293K - $331K
|
11.6K
$309K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11.6KNew |
$293K - $331K
|
11.6K
$309K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 102.67% |
$289K - $327K
|
22.7K
$602K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3KNew |
$286K - $323K
|
11.3K
$301K
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
11.1K+ 17.08% |
$279K - $315K
|
75.7K
$2.01M
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$278K - $314K
|
11K
$293K
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
11K+ 6.37% |
$277K - $313K
|
184K
$4.88M
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 10.09% |
$274K - $309K
|
119K
$3.15M
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
10.4KNew |
$261K - $295K
|
10.4K
$275K
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10.3K+ 6.7% |
$260K - $294K
|
164K
$4.37M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.51KNew |
$240K - $271K
|
9.51K
$253K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
9.42K+ 5.96% |
$237K - $268K
|
167K
$4.45M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.14K+ 101.34% |
$231K - $260K
|
18.2K
$483K
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.13K+ 2.16% |
$230K - $260K
|
432K
$11.5M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.89K+ 118.39% |
$224K - $253K
|
16.4K
$436K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.79K+ 1.62% |
$221K - $250K
|
552K
$14.7M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
8.59K+ 5.0% |
$217K - $244K
|
181K
$4.8M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.52K+ 6.05% |
$215K - $242K
|
149K
$3.97M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.5K+ 26.16% |
$214K - $242K
|
41K
$1.09M
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.18K+ 2.2% |
$206K - $233K
|
381K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.06K+ 43.47% |
$203K - $229K
|
26.6K
$706K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8K+ 12.15% |
$202K - $228K
|
73.8K
$1.96M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.9KNew |
$199K - $225K
|
7.9K
$210K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.89K+ 3.03% |
$199K - $225K
|
268K
$7.13M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.79K+ 6.32% |
$196K - $222K
|
131K
$3.48M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.71K+ 18.48% |
$194K - $219K
|
49.4K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
7.64K+ 5.06% |
$193K - $217K
|
159K
$4.21M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.32K+ 2.72% |
$184K - $208K
|
276K
$7.34M
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.31K+ 3.3% |
$184K - $208K
|
229K
$6.08M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.28K+ 20.49% |
$184K - $207K
|
42.8K
$1.14M
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
7.16K+ 13.33% |
$180K - $204K
|
60.9K
$1.62M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.93K+ 1.31% |
$175K - $197K
|
534K
$14.2M
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.89K+ 3.62% |
$174K - $196K
|
197K
$5.24M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.8K+ 34.0% |
$171K - $193K
|
26.8K
$712K
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.79K+ 6.22% |
$171K - $193K
|
116K
$3.08M
|