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 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.79KNew |
$45.4K - $49.2K
|
1.79K
$51.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.68K+ 21.91% |
$42.5K - $46K
|
9.32K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.54K+ 2.72% |
$39K - $42.2K
|
58.1K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.49K+ 3.88% |
$37.8K - $41K
|
40K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.41KNew |
$35.6K - $38.6K
|
1.41K
$40.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.4K+ 4.52% |
$35.5K - $38.4K
|
32.4K
$928K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 6.02% |
$33.8K - $36.6K
|
23.5K
$672K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.33K+ 0.46% |
$33.6K - $36.4K
|
287K
$8.21M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.15K+ 76.45% |
$29.1K - $31.5K
|
2.65K
$75.8K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.07K+ 0.28% |
$27.1K - $29.4K
|
381K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
953+ 8.93% |
$24.2K - $26.2K
|
11.6K
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
946+ 3.5% |
$24K - $26K
|
28K
$802K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
792+ 1.64% |
$20.1K - $21.7K
|
49.2K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
740New |
$18.8K - $20.3K
|
740
$21.2K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
715+ 4.06% |
$18.1K - $19.6K
|
18.3K
$525K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
710New |
$18K - $19.5K
|
710
$20.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
696+ 279.52% |
$17.6K - $19.1K
|
945
$27.1K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
659+ 0.42% |
$16.7K - $18.1K
|
158K
$4.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
605+ 4.03% |
$15.3K - $16.6K
|
15.6K
$447K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
547+ 0.7% |
$13.9K - $15K
|
78.9K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
467+ 5.2% |
$11.8K - $12.8K
|
9.45K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
464+ 5.15% |
$11.8K - $12.7K
|
9.47K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
461+ 15.73% |
$11.7K - $12.7K
|
3.39K
$97.2K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
458+ 1.66% |
$11.6K - $12.6K
|
28.1K
$805K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
408+ 0.34% |
$10.3K - $11.2K
|
119K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
384+ 10.4% |
$9.73K - $10.5K
|
4.08K
$117K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
372+ 4.84% |
$9.43K - $10.2K
|
8.06K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
369+ 1.95% |
$9.35K - $10.1K
|
19.3K
$552K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
355+ 0.46% |
$9K - $9.75K
|
77.3K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
340+ 0.52% |
$8.62K - $9.34K
|
65.6K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
339+ 0.97% |
$8.59K - $9.31K
|
35.3K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
334+ 2.69% |
$8.47K - $9.17K
|
12.7K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
325+ 0.24% |
$8.24K - $8.92K
|
133K
$3.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
325+ 2.72% |
$8.24K - $8.92K
|
12.3K
$352K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
267+ 1.55% |
$6.77K - $7.33K
|
17.4K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
176+ 177.78% |
$4.46K - $4.83K
|
275
$7.88K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
166+ 0.35% |
$4.21K - $4.56K
|
48.1K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
159+ 0.8% |
$4.03K - $4.37K
|
20K
$572K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
121+ 0.63% |
$3.07K - $3.32K
|
19.3K
$554K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
110New |
$2.79K - $3.02K
|
110
$3.15K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
73+ 0.63% |
$1.85K - $2K
|
11.7K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
64+ 0.13% |
$1.62K - $1.76K
|
47.6K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
59+ 0.38% |
$1.5K - $1.62K
|
15.5K
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
55+ 0.3% |
$1.39K - $1.51K
|
18.4K
$527K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
35New |
$887 - $961
|
35
$1K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
29+ 0.26% |
$735 - $796
|
11.4K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.06% |
$710 - $769
|
49.3K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15New |
$380 - $412
|
15
$430
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
10+ 0.13% |
$254 - $275
|
7.89K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9+ 0.07% |
$228 - $247
|
12.9K
$370K
|