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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
58.9K+ 10.17% |
$1.49M - $1.62M
|
638K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
58.8K+ 15.21% |
$1.49M - $1.61M
|
445K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
57.7K+ 37.37% |
$1.46M - $1.58M
|
212K
$6.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
57.3K+ 33.43% |
$1.45M - $1.57M
|
229K
$6.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
56.9K+ 27.25% |
$1.44M - $1.56M
|
265K
$7.61M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56.4K+ 12.95% |
$1.43M - $1.55M
|
492K
$14.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
53.9K+ 11.26% |
$1.37M - $1.48M
|
533K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
53.1K+ 6.45% |
$1.35M - $1.46M
|
877K
$25.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
52K+ 10.4% |
$1.32M - $1.43M
|
551K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.6K+ 157.97% |
$1.31M - $1.42M
|
84.2K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
50.9K+ 3.56% |
$1.29M - $1.4M
|
1.48M
$42.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
50.2K+ 171.28% |
$1.27M - $1.38M
|
79.5K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
49.1K+ 10.12% |
$1.24M - $1.35M
|
534K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
47K+ 30.06% |
$1.19M - $1.29M
|
203K
$5.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
46.9K+ 9.98% |
$1.19M - $1.29M
|
518K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
46.5K+ 4.75% |
$1.18M - $1.28M
|
1.03M
$29.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
46.4K+ 16.84% |
$1.18M - $1.27M
|
322K
$9.23M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
46.3K+ 1.88% |
$1.17M - $1.27M
|
2.5M
$71.7M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
45.2K+ 10.7% |
$1.15M - $1.24M
|
468K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
43.9K+ 12.74% |
$1.11M - $1.21M
|
388K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
43.3K+ 9.7% |
$1.1M - $1.19M
|
490K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.9K+ 39.52% |
$1.09M - $1.18M
|
151K
$4.34M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
42.5K+ 4.92% |
$1.08M - $1.17M
|
906K
$26M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.5K+ 59.68% |
$1.03M - $1.11M
|
108K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
40.1K+ 8.8% |
$1.02M - $1.1M
|
496K
$14.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
37K+ 23.61% |
$937K - $1.02M
|
194K
$5.55M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
36.9K+ 8.78% |
$937K - $1.01M
|
458K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
36.4K+ 12.12% |
$922K - $998K
|
336K
$9.64M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.1K+ 88.26% |
$890K - $964K
|
74.9K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
33.3K+ 10.48% |
$843K - $913K
|
350K
$10M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
32.7KNew |
$830K - $899K
|
32.7K
$938K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
32.2K+ 3.42% |
$817K - $885K
|
975K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32.1K+ 11.34% |
$815K - $883K
|
316K
$9.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
31.9K+ 25.97% |
$807K - $875K
|
155K
$4.43M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
31.2K+ 3.59% |
$791K - $857K
|
900K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
31.1K+ 4.56% |
$789K - $854K
|
713K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
31K+ 8.83% |
$785K - $850K
|
382K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
29.8K+ 10.48% |
$755K - $818K
|
314K
$9M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
29.7K+ 8.11% |
$752K - $814K
|
395K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29.5K+ 170.64% |
$749K - $811K
|
46.8K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
29.5K+ 14.86% |
$748K - $810K
|
228K
$6.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
28.7K+ 9.84% |
$728K - $788K
|
321K
$9.19M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
28.2K+ 15.64% |
$716K - $775K
|
209K
$5.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
27.8K+ 4.63% |
$705K - $763K
|
628K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
27.4K+ 5.09% |
$694K - $752K
|
565K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
27.2K+ 25.64% |
$689K - $747K
|
133K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.7K+ 84.52% |
$652K - $707K
|
56.2K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
25.6K+ 16.23% |
$649K - $703K
|
183K
$5.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
25.3K+ 67.15% |
$641K - $694K
|
62.9K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
25.1K+ 10.67% |
$637K - $690K
|
261K
$7.47M
|