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 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.01% |
$127 - $137
|
38.3K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.17% |
$101 - $110
|
2.42K
$69.3K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.01% |
$25.4 - $27.5
|
7.58K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20- 0.09% |
$507 - $549
|
22.3K
$640K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-25- 0.05% |
$634 - $687
|
49.2K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-26- 3.94% |
$659 - $714
|
634
$18.2K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-48- 0.11% |
$1.22K - $1.32K
|
42.2K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-50- 0.26% |
$1.27K - $1.37K
|
19.1K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-51- 0.09% |
$1.29K - $1.4K
|
57.8K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-91- 0.91% |
$2.31K - $2.5K
|
9.88K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-95- 0.58% |
$2.41K - $2.61K
|
16.3K
$467K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-112- 1.07% |
$2.84K - $3.08K
|
10.4K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-157- 0.48% |
$3.98K - $4.31K
|
32.6K
$935K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-204- 0.13% |
$5.17K - $5.6K
|
154K
$4.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-282- 0.79% |
$7.15K - $7.74K
|
35.5K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-344- 0.39% |
$8.72K - $9.45K
|
88.8K
$2.55M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-355- 0.89% |
$9K - $9.75K
|
39.5K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-384- 15.03% |
$9.73K - $10.5K
|
2.17K
$62.2K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-396- 3.2% |
$10K - $10.9K
|
12K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-430- 27.65% |
$10.9K - $11.8K
|
1.13K
$32.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-518- 8.24% |
$13.1K - $14.2K
|
5.77K
$165K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-538- 3.28% |
$13.6K - $14.8K
|
15.8K
$454K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-648- 1.06% |
$16.4K - $17.8K
|
60.6K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-682- 93.17% |
$17.3K - $18.7K
|
50
$1.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-777- 1.91% |
$19.7K - $21.3K
|
39.9K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-783- 10.92% |
$19.8K - $21.5K
|
6.39K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-787- 86.29% |
$20K - $21.6K
|
125
$3.58K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-806- 0.69% |
$20.4K - $22.1K
|
116K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-903Closed |
$22.9K - $24.8K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-950- 6.5% |
$24.1K - $26.1K
|
13.7K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 1.08% |
$25.8K - $27.9K
|
93.1K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.1K- 6.02% |
$27.8K - $30.1K
|
17.1K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.14K- 5.8% |
$28.8K - $31.2K
|
18.5K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-1.16K- 0.65% |
$29.4K - $31.8K
|
176K
$5.05M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.38K- 99.93% |
$35K - $37.9K
|
1
$28.7
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.47K- 71.21% |
$37.2K - $40.3K
|
594
$17K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.54K- 1.63% |
$39K - $42.2K
|
92.9K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.64K- 4.21% |
$41.6K - $45.1K
|
37.4K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.66K- 1.82% |
$42K - $45.5K
|
89.6K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.72K- 16.12% |
$43.5K - $47.1K
|
8.93K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.94K- 2.81% |
$49.3K - $53.4K
|
67.2K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.96K- 20.1% |
$49.7K - $53.8K
|
7.79K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.41K- 2.37% |
$61K - $66.1K
|
99K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.99K- 8.53% |
$75.8K - $82.1K
|
32.1K
$919K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.1K- 2.34% |
$78.6K - $85.2K
|
129K
$3.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-3.11K- 3.82% |
$78.8K - $85.4K
|
78.4K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.17K- 17.86% |
$80.2K - $86.9K
|
14.6K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.2K- 0.35% |
$81.1K - $87.8K
|
922K
$26.4M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.21K- 11.93% |
$81.4K - $88.2K
|
23.7K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-3.36K- 1.72% |
$85.1K - $92.2K
|
192K
$5.52M
|