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 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
12.8K+ 142.9% |
$325K - $352K
|
21.8K
$624K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
12.6K+ 21.11% |
$320K - $347K
|
72.4K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
12.4K+ 2.8% |
$315K - $341K
|
457K
$13.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12.1KNew |
$307K - $333K
|
12.1K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11.9K+ 6.77% |
$303K - $328K
|
188K
$5.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.6KNew |
$295K - $320K
|
11.6K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
11.6K+ 3.55% |
$294K - $319K
|
339K
$9.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.4K+ 9.2% |
$289K - $313K
|
135K
$3.87M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
11.2K+ 16.25% |
$285K - $308K
|
80.4K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11.2K+ 3.93% |
$283K - $306K
|
295K
$8.46M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.2KNew |
$283K - $306K
|
11.2K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
10.8K+ 29.54% |
$274K - $297K
|
47.5K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
10.7K+ 6.47% |
$271K - $294K
|
176K
$5.04M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
9.77K+ 5.63% |
$248K - $268K
|
183K
$5.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.75K+ 5.69% |
$247K - $268K
|
181K
$5.19M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
9.51K+ 3.13% |
$241K - $261K
|
313K
$8.97M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
9.41K+ 23.99% |
$239K - $258K
|
48.6K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.19K+ 49.86% |
$233K - $252K
|
27.6K
$792K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.84K+ 59.95% |
$224K - $243K
|
23.6K
$676K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.82KNew |
$224K - $242K
|
8.82K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
8.68K+ 2.59% |
$220K - $238K
|
344K
$9.85M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.66K+ 65.78% |
$219K - $238K
|
21.8K
$625K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
8.64K+ 20.5% |
$219K - $237K
|
50.8K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.57KNew |
$217K - $235K
|
8.57K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
8.48KNew |
$215K - $233K
|
8.48K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.35KNew |
$212K - $229K
|
8.35K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.31KNew |
$211K - $228K
|
8.31K
$238K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
8.27K+ 3.57% |
$210K - $227K
|
240K
$6.87M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.19K+ 11.55% |
$208K - $225K
|
79.1K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
8.13K+ 18.46% |
$206K - $223K
|
52.1K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.13K+ 1.44% |
$206K - $223K
|
571K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.05K+ 19.48% |
$204K - $221K
|
49.4K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
8.03KNew |
$204K - $221K
|
8.03K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.98KNew |
$202K - $219K
|
7.98K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.96K+ 6.31% |
$202K - $219K
|
134K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
7.88K+ 70.39% |
$200K - $216K
|
19.1K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.75K+ 7.04% |
$197K - $213K
|
118K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.72KNew |
$196K - $212K
|
7.72K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.65KNew |
$194K - $210K
|
7.65K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.61KNew |
$193K - $209K
|
7.61K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
7.6KNew |
$193K - $209K
|
7.6K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.6K+ 2.69% |
$193K - $209K
|
290K
$8.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
7.56KNew |
$192K - $208K
|
7.56K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.55K+ 5.13% |
$191K - $207K
|
155K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.37K+ 6.27% |
$187K - $202K
|
125K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
6.93K+ 5.87% |
$176K - $190K
|
125K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
6.03K+ 3.47% |
$153K - $165K
|
180K
$5.15M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.99K+ 8.79% |
$152K - $165K
|
74.2K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.97K+ 5.48% |
$151K - $164K
|
115K
$3.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
5.79K+ 2.98% |
$147K - $159K
|
200K
$5.73M
|