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 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
25K+ 4.92% |
$634K - $686K
|
533K
$15.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
24.9K+ 19.49% |
$630K - $683K
|
152K
$4.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24.7K+ 10.86% |
$625K - $677K
|
252K
$7.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24.6K+ 15.31% |
$624K - $676K
|
186K
$5.32M
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
22.9K+ 4.44% |
$580K - $629K
|
538K
$15.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 46.64% |
$575K - $623K
|
71.3K
$2.04M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22.1K+ 14.3% |
$561K - $608K
|
177K
$5.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
22K+ 10.52% |
$558K - $605K
|
231K
$6.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
21.7K+ 7.19% |
$550K - $596K
|
324K
$9.28M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
21.6K+ 5.41% |
$548K - $593K
|
421K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
21.4K+ 12.96% |
$542K - $587K
|
186K
$5.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
21.3K+ 25.51% |
$540K - $585K
|
105K
$3.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
21.2K+ 5.66% |
$538K - $582K
|
396K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21K+ 3.3% |
$534K - $578K
|
659K
$18.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
20.9K+ 7.33% |
$531K - $575K
|
307K
$8.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
20.7K+ 113.71% |
$526K - $569K
|
39K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.7K+ 10.92% |
$524K - $568K
|
210K
$6.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20.3K+ 41.24% |
$515K - $558K
|
69.6K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20.2K+ 2.93% |
$512K - $554K
|
710K
$20.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
19.8K+ 4.84% |
$502K - $544K
|
429K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19.4KNew |
$491K - $532K
|
19.4K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
18.5K+ 3.71% |
$470K - $509K
|
518K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
18.3K+ 8.53% |
$465K - $504K
|
233K
$6.69M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
18.3K+ 9.3% |
$465K - $503K
|
215K
$6.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18.2K+ 49.5% |
$462K - $500K
|
55K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
17.8K+ 3.53% |
$451K - $489K
|
522K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
17.7K+ 7.59% |
$449K - $487K
|
251K
$7.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 14.1% |
$444K - $480K
|
142K
$4.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
17K+ 1.68% |
$430K - $466K
|
1.02M
$29.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
16.9K+ 5.11% |
$430K - $465K
|
349K
$10M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
16.8K+ 1.28% |
$427K - $462K
|
1.34M
$38.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
16.7K+ 7.86% |
$424K - $459K
|
229K
$6.57M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
16.6K+ 4.66% |
$421K - $456K
|
372K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
16.4K+ 71.35% |
$417K - $452K
|
39.5K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
16.1K+ 7.49% |
$407K - $441K
|
231K
$6.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
15.2K+ 150.64% |
$385K - $417K
|
25.2K
$724K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 2.65% |
$371K - $402K
|
567K
$16.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14.5K+ 2.32% |
$367K - $398K
|
640K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
14.3K+ 21.17% |
$363K - $394K
|
82K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
14.1K+ 4.95% |
$357K - $386K
|
299K
$8.56M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14K+ 13.13% |
$354K - $383K
|
120K
$3.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 4.86% |
$347K - $376K
|
295K
$8.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
13.6K+ 9.13% |
$345K - $373K
|
163K
$4.66M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.5K+ 107.43% |
$342K - $370K
|
26K
$746K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
13.5K+ 56.32% |
$341K - $370K
|
37.4K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.4K+ 44.47% |
$341K - $369K
|
43.7K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
13.3K+ 9.71% |
$338K - $366K
|
150K
$4.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
13.3K+ 5.89% |
$337K - $365K
|
239K
$6.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
13.3K+ 14.48% |
$337K - $365K
|
105K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
13K+ 2.52% |
$328K - $356K
|
527K
$15.1M
|