Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.87MNew |
$43.9M - $55.6M
|
1.87M
$57.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
983KNew |
$23M - $29.2M
|
983K
$30M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
953K+ 4934.53% |
$22.3M - $28.3M
|
973K
$29.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
547KNew |
$12.8M - $16.2M
|
547K
$16.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
513K+ 49.4% |
$12M - $15.2M
|
1.55M
$47.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
481K+ 102.83% |
$11.3M - $14.3M
|
948K
$28.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
424K+ 10.09% |
$9.93M - $12.6M
|
4.63M
$141M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
388K+ 29.02% |
$9.07M - $11.5M
|
1.72M
$52.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
388K+ 283.27% |
$9.07M - $11.5M
|
524K
$16M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
215KNew |
$5.03M - $6.39M
|
215K
$6.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
208K+ 1.26% |
$4.88M - $6.19M
|
16.8M
$512M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
192KNew |
$4.48M - $5.69M
|
192K
$5.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
160K+ 24.27% |
$3.74M - $4.75M
|
819K
$25M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
135KNew |
$3.17M - $4.02M
|
135K
$4.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
108K+ 114.45% |
$2.54M - $3.22M
|
203K
$6.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
106KNew |
$2.47M - $3.14M
|
106K
$3.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
101K+ 7.72% |
$2.35M - $2.99M
|
1.4M
$42.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
95.7K+ 73.11% |
$2.24M - $2.84M
|
226K
$6.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
93.3K+ 27.62% |
$2.18M - $2.77M
|
431K
$13.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
88.4K+ 857.67% |
$2.07M - $2.62M
|
98.7K
$3.01M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
85.3K+ 37.01% |
$2M - $2.53M
|
316K
$9.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
83.5K+ 9.05% |
$1.95M - $2.48M
|
1.01M
$30.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
77.8KNew |
$1.82M - $2.31M
|
77.8K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
75.4K+ 31.26% |
$1.76M - $2.24M
|
316K
$9.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
69.9K+ 4.0% |
$1.64M - $2.07M
|
1.82M
$55.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
67.9K+ 84.48% |
$1.59M - $2.02M
|
148K
$4.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
67.7K+ 6.58% |
$1.58M - $2.01M
|
1.1M
$33.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
66.9K+ 7.92% |
$1.56M - $1.98M
|
911K
$27.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
59.3K+ 5.79% |
$1.39M - $1.76M
|
1.08M
$33M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
58.8K+ 10.66% |
$1.38M - $1.74M
|
610K
$18.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49.3K+ 69.21% |
$1.15M - $1.46M
|
121K
$3.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
47.9K+ 5.23% |
$1.12M - $1.42M
|
965K
$29.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
44.1K+ 24.65% |
$1.03M - $1.31M
|
223K
$6.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
43.7K+ 6.18% |
$1.02M - $1.3M
|
751K
$22.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.2K+ 3.64% |
$1.01M - $1.28M
|
1.23M
$37.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
41.2K+ 33.4% |
$964K - $1.22M
|
165K
$5.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
40.1K+ 21.63% |
$939K - $1.19M
|
226K
$6.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
39.9K+ 19.12% |
$934K - $1.18M
|
249K
$7.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
39.3K+ 5.35% |
$920K - $1.17M
|
774K
$23.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
39.1K+ 14.19% |
$915K - $1.16M
|
315K
$9.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
38.8K+ 25.46% |
$908K - $1.15M
|
191K
$5.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
38.4KNew |
$898K - $1.14M
|
38.4K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
37.5K+ 10.71% |
$878K - $1.11M
|
388K
$11.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
37.2K+ 11.06% |
$870K - $1.1M
|
374K
$11.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
35.7K+ 62.77% |
$835K - $1.06M
|
92.6K
$2.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
33.7KNew |
$789K - $1M
|
33.7K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
33.6K+ 154.5% |
$786K - $996K
|
55.3K
$1.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
33K+ 14.42% |
$771K - $978K
|
262K
$7.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
32.9K+ 7.4% |
$771K - $978K
|
478K
$14.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
32.8K+ 3.02% |
$766K - $972K
|
1.12M
$34M
|