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 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.69K+ 74.27% |
$144K - $156K
|
13.4K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
5.61K+ 12.17% |
$142K - $154K
|
51.7K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.54K+ 2.53% |
$140K - $152K
|
225K
$6.44M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.19K+ 6.51% |
$132K - $143K
|
84.9K
$2.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.09K+ 4.3% |
$129K - $140K
|
123K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.04K+ 16.74% |
$128K - $138K
|
35.2K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.92K+ 5.11% |
$125K - $135K
|
101K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
4.73K+ 9.65% |
$120K - $130K
|
53.7K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.32K+ 15.53% |
$110K - $119K
|
32.1K
$921K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.23K+ 0.36% |
$107K - $116K
|
1.19M
$34.1M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4.23K+ 2.01% |
$107K - $116K
|
214K
$6.14M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
4.1K+ 23.26% |
$104K - $113K
|
21.7K
$623K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.89K+ 47.74% |
$98.6K - $107K
|
12K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
3.73K+ 40.8% |
$94.4K - $102K
|
12.9K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
3.67K+ 0.66% |
$93K - $101K
|
563K
$16.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.66K+ 18.15% |
$92.9K - $101K
|
23.8K
$683K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.65K+ 3.27% |
$92.5K - $100K
|
115K
$3.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.61K+ 15.28% |
$91.4K - $99K
|
27.2K
$780K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.56K+ 12.96% |
$90.2K - $97.7K
|
31K
$889K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.55K+ 0.46% |
$90.1K - $97.6K
|
776K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.37K+ 3.98% |
$85.4K - $92.5K
|
88K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.35K+ 7.56% |
$85K - $92.1K
|
47.7K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.25K+ 5.63% |
$82.3K - $89.2K
|
60.9K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.2K+ 5.05% |
$81.1K - $87.9K
|
66.5K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.19K+ 1.12% |
$80.8K - $87.5K
|
288K
$8.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.08K+ 1.96% |
$78.2K - $84.7K
|
160K
$4.59M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.03K+ 27.32% |
$76.7K - $83.1K
|
14.1K
$404K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.01K+ 13.65% |
$76.3K - $82.7K
|
25.1K
$718K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.99K+ 3.64% |
$75.8K - $82.1K
|
85.1K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.88K+ 2.07% |
$72.9K - $79K
|
142K
$4.07M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.87K+ 17.54% |
$72.8K - $78.9K
|
19.3K
$552K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.86K+ 8.16% |
$72.6K - $78.6K
|
37.9K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
2.71K+ 11.0% |
$68.7K - $74.4K
|
27.3K
$784K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 9.31% |
$68.3K - $74K
|
31.7K
$907K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2.65K+ 2.89% |
$67.3K - $72.9K
|
94.6K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.45KNew |
$62.1K - $67.3K
|
2.45K
$70.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.43KNew |
$61.5K - $66.7K
|
2.43K
$69.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.35K+ 436.43% |
$59.5K - $64.5K
|
2.89K
$82.7K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.2K+ 2.9% |
$55.7K - $60.4K
|
78K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
2.19K+ 2.68% |
$55.5K - $60.2K
|
83.9K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.16K+ 6.62% |
$54.7K - $59.3K
|
34.7K
$996K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.12K+ 3.13% |
$53.7K - $58.2K
|
69.8K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.09K+ 3.81% |
$52.9K - $57.3K
|
56.9K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.06K+ 7.8% |
$52.3K - $56.7K
|
28.5K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 10.37% |
$50K - $54.2K
|
21K
$602K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.96K+ 1.4% |
$49.6K - $53.7K
|
142K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.91K+ 23.06% |
$48.3K - $52.3K
|
10.2K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.88K+ 6.79% |
$47.7K - $51.7K
|
29.6K
$848K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.86K+ 15.85% |
$47K - $50.9K
|
13.6K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.83K+ 0.73% |
$46.5K - $50.4K
|
254K
$7.27M
|