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 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
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
30.2K+ 7.78% |
$707K - $897K
|
419K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
29.6K+ 108.76% |
$692K - $878K
|
56.8K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
29.3K+ 15.72% |
$685K - $869K
|
216K
$6.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
28.6K+ 15.16% |
$668K - $848K
|
217K
$6.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28.5K+ 4.47% |
$667K - $847K
|
666K
$20.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
26.8K+ 2.96% |
$627K - $795K
|
933K
$28.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
24.6K+ 4.57% |
$576K - $731K
|
563K
$17.2M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
24.3K+ 13.79% |
$568K - $720K
|
200K
$6.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
23.3K+ 2.59% |
$546K - $692K
|
925K
$28.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
23.3K+ 13.16% |
$545K - $692K
|
200K
$6.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
23.1K+ 7.74% |
$540K - $685K
|
322K
$9.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
22.4K+ 3.98% |
$524K - $665K
|
586K
$17.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
22.3K+ 4.54% |
$523K - $663K
|
514K
$15.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
21.7KNew |
$509K - $645K
|
21.7K
$663K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 13.72% |
$496K - $629K
|
176K
$5.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
21.1K+ 8.37% |
$493K - $626K
|
273K
$8.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
21K+ 7.31% |
$492K - $624K
|
309K
$9.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
20.8K+ 43.83% |
$487K - $618K
|
68.3K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
20.6K+ 39.49% |
$482K - $611K
|
72.7K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
20.5K+ 5.2% |
$480K - $609K
|
416K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
20.2K+ 6.44% |
$472K - $598K
|
333K
$10.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
19.9K+ 13.27% |
$467K - $592K
|
170K
$5.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
19.8K+ 5.77% |
$464K - $589K
|
364K
$11.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19K+ 23.91% |
$445K - $564K
|
98.5K
$3M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
18.9K+ 7.91% |
$443K - $561K
|
258K
$7.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
17.9KNew |
$419K - $531K
|
17.9K
$546K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
16.8K+ 5.34% |
$393K - $498K
|
331K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
16.6K+ 8.58% |
$388K - $493K
|
210K
$6.41M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$387K - $491K
|
16.5K
$504K
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
15.4K+ 60.95% |
$360K - $457K
|
40.6K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
15.3KNew |
$359K - $455K
|
15.3K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
15.3K+ 0.78% |
$358K - $454K
|
1.97M
$60.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.9KNew |
$348K - $441K
|
14.9K
$453K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.6K+ 103.24% |
$342K - $434K
|
28.8K
$878K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
13.1K+ 2.89% |
$306K - $388K
|
465K
$14.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.8KNew |
$300K - $381K
|
12.8K
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12.6K+ 15.37% |
$295K - $374K
|
94.6K
$2.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.2K+ 46.76% |
$285K - $361K
|
38.2K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11.7K+ 2.44% |
$275K - $348K
|
493K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
11K+ 2.19% |
$256K - $325K
|
510K
$15.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
10.8K+ 2.37% |
$254K - $322K
|
468K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.8K+ 2.09% |
$253K - $321K
|
528K
$16.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
10.8K+ 2.73% |
$252K - $320K
|
406K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
10.7K+ 16.35% |
$251K - $319K
|
76.5K
$2.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$246K - $312K
|
10.5K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10.3K+ 1.62% |
$242K - $307K
|
650K
$19.8M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
10.2K+ 55.8% |
$239K - $303K
|
28.5K
$870K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
9.77K+ 3.93% |
$229K - $290K
|
259K
$7.89M
|