Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.74M+ 185.73% |
$69.3M - $75.1M
|
4.21M
$121M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.42MNew |
$36M - $39M
|
1.42M
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
968K+ 18.83% |
$24.5M - $26.6M
|
6.11M
$175M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
746K+ 77.58% |
$18.9M - $20.5M
|
1.71M
$49M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
564K+ 9.52% |
$14.3M - $15.5M
|
6.49M
$186M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
493K+ 203.53% |
$12.5M - $13.5M
|
735K
$21.1M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
452KNew |
$11.5M - $12.4M
|
452K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
451K+ 184.08% |
$11.4M - $12.4M
|
696K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
384KNew |
$9.73M - $10.5M
|
384K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
341K+ 26.34% |
$8.65M - $9.37M
|
1.64M
$46.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
314K+ 7.55% |
$7.97M - $8.63M
|
4.48M
$128M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
284K+ 143.69% |
$7.19M - $7.79M
|
481K
$13.8M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
253K+ 1.55% |
$6.43M - $6.96M
|
16.6M
$475M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
250KNew |
$6.35M - $6.88M
|
250K
$7.18M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
236K+ 1846.44% |
$5.98M - $6.48M
|
249K
$7.13M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
210K+ 12.06% |
$5.33M - $5.78M
|
1.95M
$56M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
208K+ 13.17% |
$5.27M - $5.71M
|
1.79M
$51.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
205K+ 31.44% |
$5.2M - $5.63M
|
857K
$24.6M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
163K+ 3.44% |
$4.14M - $4.48M
|
4.91M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
137KNew |
$3.47M - $3.76M
|
137K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
131KNew |
$3.32M - $3.59M
|
131K
$3.75M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
129KNew |
$3.28M - $3.55M
|
129K
$3.71M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
125K+ 4.53% |
$3.18M - $3.44M
|
2.89M
$82.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125K+ 10.59% |
$3.16M - $3.43M
|
1.3M
$37.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
116K+ 30.29% |
$2.94M - $3.19M
|
499K
$14.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
114K+ 32.6% |
$2.89M - $3.13M
|
464K
$13.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
110KNew |
$2.8M - $3.03M
|
110K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
108KNew |
$2.73M - $2.96M
|
108K
$3.09M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
108K+ 87.69% |
$2.73M - $2.96M
|
230K
$6.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
105K+ 6.41% |
$2.67M - $2.89M
|
1.75M
$50.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
105K+ 16.22% |
$2.67M - $2.89M
|
753K
$21.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
103K+ 10.55% |
$2.62M - $2.84M
|
1.08M
$31M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
100K+ 127.5% |
$2.54M - $2.75M
|
179K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
99.7K+ 4.27% |
$2.53M - $2.74M
|
2.44M
$69.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
95.5K+ 65.58% |
$2.42M - $2.62M
|
241K
$6.91M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
94.7KNew |
$2.4M - $2.6M
|
94.7K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
90.8K+ 11.2% |
$2.3M - $2.49M
|
902K
$25.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
88.9KNew |
$2.25M - $2.44M
|
88.9K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
82.2K+ 31.12% |
$2.08M - $2.26M
|
346K
$9.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
81.5K+ 13.08% |
$2.07M - $2.24M
|
705K
$20.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
74.3K+ 8.81% |
$1.88M - $2.04M
|
917K
$26.3M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
72.1K+ 6.1% |
$1.83M - $1.98M
|
1.25M
$35.9M
|
|
|
May 14, 2025
Q1 2025
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
66.7K+ 6.79% |
$1.69M - $1.83M
|
1.05M
$30.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
66K+ 24.28% |
$1.67M - $1.81M
|
338K
$9.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
65.7KNew |
$1.67M - $1.8M
|
65.7K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
64.6K+ 22.95% |
$1.64M - $1.77M
|
346K
$9.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
64.3K+ 30.43% |
$1.63M - $1.77M
|
276K
$7.9M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
60.6K+ 19.99% |
$1.54M - $1.66M
|
363K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
60.2K+ 9.29% |
$1.53M - $1.65M
|
708K
$20.3M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
59.4K+ 5.86% |
$1.51M - $1.63M
|
1.07M
$30.8M
|