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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.79K- 0.83% |
$96.1K - $104K
|
452K
$12.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4.02K- 13.5% |
$102K - $110K
|
25.8K
$739K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.14K- 30.49% |
$105K - $114K
|
9.43K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.17K- 33.41% |
$131K - $142K
|
10.3K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-5.6K- 1.56% |
$142K - $154K
|
354K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.93K- 8.59% |
$150K - $163K
|
63.2K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.45K- 3.1% |
$164K - $177K
|
202K
$5.78M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.72K- 2.9% |
$170K - $184K
|
225K
$6.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-7.42K- 1.16% |
$188K - $204K
|
629K
$18M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-7.5K- 80.92% |
$190K - $206K
|
1.77K
$50.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.15K- 44.5% |
$207K - $224K
|
10.2K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.15K- 0.78% |
$207K - $224K
|
1.04M
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.31K- 2.5% |
$211K - $228K
|
324K
$9.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-8.91K- 6.03% |
$226K - $245K
|
139K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-9K- 2.51% |
$228K - $247K
|
350K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.21K- 6.78% |
$233K - $253K
|
127K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.7K- 53.25% |
$246K - $266K
|
8.51K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-10.1K- 2.26% |
$255K - $276K
|
434K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11K- 48.83% |
$279K - $302K
|
11.5K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-12.3K- 9.59% |
$313K - $339K
|
116K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.7K- 50.92% |
$372K - $403K
|
14.2K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-15.5K- 14.67% |
$392K - $424K
|
89.9K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-16.7K- 6.45% |
$422K - $458K
|
242K
$6.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-17.3K- 12.9% |
$439K - $476K
|
117K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-19K- 1.05% |
$481K - $521K
|
1.78M
$51M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23.4K- 5.47% |
$593K - $642K
|
404K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-25.1K- 19.35% |
$635K - $688K
|
104K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-27.5K- 28.75% |
$698K - $756K
|
68.3K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-27.7K- 1.69% |
$702K - $760K
|
1.61M
$46.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.7K- 6.39% |
$881K - $954K
|
509K
$14.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-38K- 9.95% |
$965K - $1.04M
|
344K
$9.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-40.2K- 2.87% |
$1.02M - $1.1M
|
1.36M
$38.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.5K- 5.82% |
$1.05M - $1.14M
|
671K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-105K- 15.29% |
$2.65M - $2.87M
|
579K
$16.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-110K- 99.76% |
$2.79M - $3.03M
|
260
$7.45K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-121K- 68.22% |
$3.08M - $3.33M
|
56.5K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-130K- 24.34% |
$3.3M - $3.58M
|
405K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-321K- 95.32% |
$8.14M - $8.82M
|
15.8K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-377K- 22.57% |
$9.55M - $10.3M
|
1.29M
$37M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-450K- 64.74% |
$11.4M - $12.4M
|
245K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-560K- 23.12% |
$14.2M - $15.4M
|
1.86M
$53.4M
|