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 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
47.9K+ 5.23% |
$1.12M - $1.42M
|
965K
$31.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47.9KNew |
$1.12M - $1.42M
|
47.9K
$1.55M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
BUY
|
- |
45.8K+ 7.28% |
$1.07M - $1.36M
|
675K
$21.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
44.1K+ 24.65% |
$1.03M - $1.31M
|
223K
$7.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
43.7K+ 6.18% |
$1.02M - $1.3M
|
751K
$24.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.2K+ 3.64% |
$1.01M - $1.28M
|
1.23M
$39.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
41.2K+ 33.4% |
$964K - $1.22M
|
165K
$5.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
40.1K+ 21.63% |
$939K - $1.19M
|
226K
$7.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
39.9K+ 19.12% |
$934K - $1.18M
|
249K
$8.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
39.3K+ 5.35% |
$920K - $1.17M
|
774K
$25.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
39.1K+ 14.19% |
$915K - $1.16M
|
315K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
38.8K+ 25.46% |
$908K - $1.15M
|
191K
$6.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
38.4KNew |
$898K - $1.14M
|
38.4K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
37.5K+ 10.71% |
$878K - $1.11M
|
388K
$12.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
37.2K+ 11.06% |
$870K - $1.1M
|
374K
$12.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
35.7K+ 62.77% |
$835K - $1.06M
|
92.6K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
33.7KNew |
$789K - $1M
|
33.7K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.7KNew |
$789K - $1M
|
33.7K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
33.6K+ 154.5% |
$786K - $996K
|
55.3K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
33K+ 14.42% |
$771K - $978K
|
262K
$8.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
32.9K+ 7.4% |
$771K - $978K
|
478K
$15.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
32.8K+ 3.02% |
$766K - $972K
|
1.12M
$36.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
30.2K+ 7.78% |
$707K - $897K
|
419K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
29.6K+ 108.76% |
$692K - $878K
|
56.8K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
29.3K+ 15.72% |
$685K - $869K
|
216K
$6.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
28.6K+ 15.16% |
$668K - $848K
|
217K
$7.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28.5K+ 4.47% |
$667K - $847K
|
666K
$21.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 1.53% |
$640K - $811K
|
1.81M
$58.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
26.8K+ 2.96% |
$627K - $795K
|
933K
$30.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.9K+ 6.4% |
$606K - $769K
|
431K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25K+ 7.72% |
$586K - $743K
|
349K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.6K+ 18.24% |
$577K - $731K
|
160K
$5.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
24.6K+ 4.57% |
$576K - $731K
|
563K
$18.2M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
24.3K+ 13.79% |
$568K - $720K
|
200K
$6.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
23.3K+ 2.59% |
$546K - $692K
|
925K
$30M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
23.3K+ 13.16% |
$545K - $692K
|
200K
$6.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
23.1K+ 7.74% |
$540K - $685K
|
322K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
22.4K+ 3.98% |
$524K - $665K
|
586K
$19M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
22.3K+ 4.54% |
$523K - $663K
|
514K
$16.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
21.7KNew |
$509K - $645K
|
21.7K
$704K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 13.72% |
$496K - $629K
|
176K
$5.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
21.1K+ 8.37% |
$493K - $626K
|
273K
$8.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
21K+ 7.31% |
$492K - $624K
|
309K
$9.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
20.8K+ 43.83% |
$487K - $618K
|
68.3K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
20.6K+ 39.49% |
$482K - $611K
|
72.7K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
20.5K+ 5.2% |
$480K - $609K
|
416K
$13.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
20.2K+ 6.44% |
$472K - $598K
|
333K
$10.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
19.9K+ 13.27% |
$467K - $592K
|
170K
$5.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
19.8K+ 5.77% |
$464K - $589K
|
364K
$11.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19K+ 23.91% |
$445K - $564K
|
98.5K
$3.19M
|