Latest Institutional Transactions on Dimensional ETF Tr Dimen Emrgn (DFSE)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimen Emrgn (DFSE) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.42KNew |
N/A
|
5.42K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4- 0.04% |
N/A
|
10.2K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.56K- 16.14% |
N/A
|
8.1K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
10.7K+ 28.37% |
N/A
|
48.2K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 19.84% |
N/A
|
13K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.47KNew |
N/A
|
6.47K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
200+ 1.2% |
N/A
|
16.9K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
10.1K+ 14.8% |
N/A
|
78K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.01% |
N/A
|
10.3K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
New Capital Management LP
|
SELL
|
- |
-568- 0.76% |
N/A
|
74.3K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
5.03K+ 1.6% |
N/A
|
318K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16+ 1.17% |
N/A
|
1.39K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-80- 0.35% |
N/A
|
22.7K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
16.4K+ 3.93% |
N/A
|
434K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
121+ 9.89% |
N/A
|
1.35K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
130+ 8.58% |
N/A
|
1.65K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 4.99% |
N/A
|
52.8K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-503- 4.37% |
N/A
|
11K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
43+ 0.68% |
N/A
|
6.39K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
SELL
|
- |
-1.93K- 13.36% |
N/A
|
12.5K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
365+ 3.74% |
N/A
|
10.1K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-412- 8.58% |
N/A
|
4.39K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
768+ 14.02% |
N/A
|
6.25K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
62+ 0.39% |
N/A
|
16K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
898+ 2.56% |
N/A
|
36K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-239- 0.31% |
N/A
|
76K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
813+ 5.66% |
N/A
|
15.2K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5.5K- 0.98% |
N/A
|
557K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
980+ 10.28% |
N/A
|
10.5K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-350- 1.09% |
N/A
|
31.7K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.65K+ 5.12% |
N/A
|
33.8K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.25K- 2.58% |
N/A
|
84.6K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.65% |
N/A
|
465
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
19.4K+ 103.82% |
N/A
|
38.1K
$0
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
72+ 0.7% |
N/A
|
10.4K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
590+ 8.28% |
N/A
|
7.72K
$0
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
29+ 0.74% |
N/A
|
3.93K
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
83+ 35.17% |
N/A
|
319
$0
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-578- 3.91% |
N/A
|
14.2K
$0
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3K+ 3.74% |
N/A
|
83.1K
$0
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
1.82K+ 24.5% |
N/A
|
9.26K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.73K+ 25.91% |
N/A
|
42.4K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
143+ 9.17% |
N/A
|
1.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-381- 5.47% |
N/A
|
6.59K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-2.11K- 2.35% |
N/A
|
87.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44KNew |
N/A
|
44K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.8% |
N/A
|
1.38K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.02% |
N/A
|
12.1K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
262+ 2.34% |
N/A
|
11.5K
$0
|
|