Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-5.51K- 1.56% |
$139K - $157K
|
349K
$9.14M
|
|
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
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.25K- 0.98% |
$56.8K - $64.1K
|
227K
$5.95M
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.14K- 3.58% |
$54.1K - $61K
|
57.8K
$1.52M
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-1.33K- 1.75% |
$33.4K - $37.7K
|
74.4K
$1.95M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.03K- 1.14% |
$26K - $29.4K
|
89.6K
$2.35M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-886- 64.81% |
$22.3K - $25.2K
|
481
$12.6K
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-845- 5.1% |
$21.3K - $24K
|
15.7K
$412K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-666- 4.23% |
$16.8K - $19K
|
15.1K
$396K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-510- 1.96% |
$12.9K - $14.5K
|
25.5K
$668K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-335- 1.27% |
$8.45K - $9.53K
|
26K
$682K
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-176- 2.28% |
$4.44K - $5.01K
|
7.56K
$198K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 0.66% |
$1.84K - $2.08K
|
11K
$289K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-42- 12.28% |
$1.06K - $1.2K
|
300
$7.87K
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-27- 2.88% |
$681 - $768
|
911
$23.9K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.06% |
$227 - $256
|
15.3K
$400K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5- 2.06% |
$126 - $142
|
238
$6.24K
|
|
Q2 2024 | |||||||
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.05K- 17.06% |
$50.9K - $55.8K
|
9.97K
$261K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-18.8K- 48.55% |
$445K - $483K
|
20K
$524K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 45.13% |
$356K - $387K
|
18.3K
$481K
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-4.12K- 21.18% |
$97.3K - $106K
|
15.3K
$402K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.97K- 34.74% |
$46.4K - $50.4K
|
3.69K
$96.8K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-505- 3.2% |
$11.9K - $12.9K
|
15.3K
$401K
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-433- 1.9% |
$10.2K - $11.1K
|
22.4K
$586K
|
|
Q4 2023 | |||||||
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.06K- 90.39% |
$113K - $126K
|
538
$14.1K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-145- 0.32% |
$3.24K - $3.62K
|
45.6K
$1.19M
|
|
Q3 2023 | |||||||
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-372- 0.78% |
$8.62K - $9.46K
|
47.5K
$1.25M
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-169- 0.79% |
$3.89K - $4.19K
|
21.2K
$557K
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.32K- 38.26% |
$51.9K - $57.5K
|
3.74K
$98K
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-100- 1.82% |
$2.24K - $2.48K
|
5.4K
$142K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.58K- 8.29% |
$52.2K - $60.5K
|
28.6K
$749K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-21.2K- 48.55% |
$433K - $510K
|
22.5K
$589K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12K- 88.79% |
$246K - $290K
|
1.52K
$39.9K
|