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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
18.9K+ 7.91% |
$443K - $561K
|
258K
$8.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
17.9KNew |
$419K - $531K
|
17.9K
$579K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17.3KNew |
$404K - $513K
|
17.3K
$559K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
16.8K+ 5.34% |
$393K - $498K
|
331K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
16.6K+ 8.58% |
$388K - $493K
|
210K
$6.81M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$387K - $491K
|
16.5K
$536K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16K+ 2.8% |
$375K - $475K
|
587K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 12.44% |
$368K - $467K
|
142K
$4.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
15.4K+ 60.95% |
$360K - $457K
|
40.6K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
15.3KNew |
$359K - $455K
|
15.3K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
15.3K+ 0.78% |
$358K - $454K
|
1.97M
$63.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.1K+ 43.38% |
$353K - $447K
|
49.8K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.9KNew |
$348K - $441K
|
14.9K
$481K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.6K+ 103.24% |
$342K - $434K
|
28.8K
$932K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.1KNew |
$330K - $418K
|
14.1K
$456K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
13.1K+ 2.89% |
$306K - $388K
|
465K
$15.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.8KNew |
$300K - $381K
|
12.8K
$416K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12.6K+ 15.37% |
$295K - $374K
|
94.6K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5K+ 1.86% |
$293K - $371K
|
684K
$22.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.2K+ 46.76% |
$285K - $361K
|
38.2K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11.7K+ 2.44% |
$275K - $348K
|
493K
$16M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
11K+ 2.19% |
$256K - $325K
|
510K
$16.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
10.8K+ 2.37% |
$254K - $322K
|
468K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.8K+ 2.09% |
$253K - $321K
|
528K
$17.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
10.8K+ 2.73% |
$252K - $320K
|
406K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
10.7K+ 16.35% |
$251K - $319K
|
76.5K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.5K+ 1771.89% |
$246K - $312K
|
11.1K
$360K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$246K - $312K
|
10.5K
$340K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10.3K+ 1.62% |
$242K - $307K
|
650K
$21.1M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
10.2K+ 55.8% |
$239K - $303K
|
28.5K
$924K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.2K+ 20.63% |
$238K - $302K
|
59.6K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
9.77K+ 3.93% |
$229K - $290K
|
259K
$8.37M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
9.75K+ 4.55% |
$228K - $289K
|
224K
$7.26M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9.52K+ 0.76% |
$223K - $282K
|
1.26M
$40.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
9.38K+ 4.61% |
$219K - $278K
|
213K
$6.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
9.32K+ 6.57% |
$218K - $277K
|
151K
$4.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
9.28K+ 17.3% |
$217K - $276K
|
62.9K
$2.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
9.22K+ 4.04% |
$216K - $274K
|
237K
$7.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.14K+ 16.62% |
$214K - $271K
|
64.2K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.11K+ 78.29% |
$213K - $271K
|
20.8K
$672K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
9.09K+ 117.76% |
$213K - $270K
|
16.8K
$544K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.99K+ 94.96% |
$210K - $267K
|
18.5K
$598K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
8.98K+ 111.84% |
$210K - $267K
|
17K
$551K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.76K+ 3.3% |
$205K - $260K
|
274K
$8.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.72K+ 36.56% |
$204K - $259K
|
32.6K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
8.69K+ 45.41% |
$203K - $258K
|
27.8K
$901K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.6KNew |
$201K - $255K
|
8.6K
$279K
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
8.16K+ 6.13% |
$191K - $242K
|
141K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
7.97K+ 5.63% |
$186K - $237K
|
150K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
7.83K+ 36.65% |
$183K - $232K
|
29.2K
$946K
|