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 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.34K+ 6.83% |
N/A
|
36.6K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
711+ 1.19% |
N/A
|
60.3K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 7.23% |
N/A
|
77
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
67.7K+ 14.95% |
N/A
|
521K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 48.86% |
N/A
|
31.9K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-290- 0.86% |
N/A
|
33.4K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
4.42K+ 7.64% |
N/A
|
62.2K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
160+ 0.64% |
N/A
|
25.1K
$0
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
44+ 44.0% |
N/A
|
144
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.1KNew |
N/A
|
38.1K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.6K+ 38.47% |
N/A
|
88.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
98.9K+ 638.66% |
N/A
|
114K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
750+ 77.32% |
N/A
|
1.72K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
24+ 4.98% |
N/A
|
506
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
902+ 10.46% |
N/A
|
9.53K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.5K+ 31.67% |
N/A
|
10.4K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55New |
N/A
|
55
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
133+ 12.38% |
N/A
|
1.21K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-30- 0.21% |
N/A
|
14.6K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-120- 15.63% |
N/A
|
648
$0
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.41K+ 12.22% |
N/A
|
13K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 1.33% |
N/A
|
76
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
291+ 4.75% |
N/A
|
6.42K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
2.64K+ 37.76% |
N/A
|
9.63K
$0
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
8.09KNew |
N/A
|
8.09K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.3KNew |
N/A
|
31.3K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.3KNew |
N/A
|
24.3K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.6K- 29.26% |
N/A
|
37.8K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
812+ 6.77% |
N/A
|
12.8K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.13K+ 14.11% |
N/A
|
9.14K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 74.64% |
N/A
|
38.5K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 7.23% |
N/A
|
1.07K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
689New |
N/A
|
689
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
| Q1 2024 | |||||||
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
800New |
N/A
|
800
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-442- 91.51% |
N/A
|
41
$0
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
968+ 4.67% |
N/A
|
21.7K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.6KNew |
N/A
|
34.6K
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.45K+ 2.9% |
N/A
|
123K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23New |
N/A
|
23
$0
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
5New |
N/A
|
5
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.03K- 39.94% |
N/A
|
1.54K
$0
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.95K- 9.97% |
N/A
|
53.7K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
864New |
N/A
|
864
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
300New |
N/A
|
300
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
N/A
|
400K
$0
|
|