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 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
9.75K+ 4.55% |
$228K - $289K
|
224K
$6.83M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9.52K+ 0.76% |
$223K - $282K
|
1.26M
$38.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
9.38K+ 4.61% |
$219K - $278K
|
213K
$6.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
9.32K+ 6.57% |
$218K - $277K
|
151K
$4.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
9.28K+ 17.3% |
$217K - $276K
|
62.9K
$1.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
9.22K+ 4.04% |
$216K - $274K
|
237K
$7.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.14K+ 16.62% |
$214K - $271K
|
64.2K
$1.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
9.09K+ 117.76% |
$213K - $270K
|
16.8K
$513K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.99K+ 94.96% |
$210K - $267K
|
18.5K
$563K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
8.98K+ 111.84% |
$210K - $267K
|
17K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.76K+ 3.3% |
$205K - $260K
|
274K
$8.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.72K+ 36.56% |
$204K - $259K
|
32.6K
$993K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
8.69K+ 45.41% |
$203K - $258K
|
27.8K
$849K
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
8.16K+ 6.13% |
$191K - $242K
|
141K
$4.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
7.97K+ 5.63% |
$186K - $237K
|
150K
$4.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.51KNew |
$176K - $223K
|
7.51K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.29KNew |
$171K - $216K
|
7.29K
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.26KNew |
$170K - $215K
|
7.26K
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.25K+ 54.27% |
$170K - $215K
|
20.6K
$628K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.16KNew |
$168K - $212K
|
7.16K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
7.11K+ 5.69% |
$166K - $211K
|
132K
$4.03M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
7.06KNew |
$165K - $209K
|
7.06K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
7.01K+ 23.69% |
$164K - $208K
|
36.6K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
6.9KNew |
$161K - $205K
|
6.9K
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.85KNew |
$160K - $203K
|
6.85K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
6.81K+ 1.77% |
$159K - $202K
|
391K
$11.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
6.74K+ 2.2% |
$158K - $200K
|
313K
$9.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.71K+ 24.29% |
$157K - $199K
|
34.3K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
6.66K+ 3.78% |
$156K - $198K
|
183K
$5.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
6.44K+ 1.21% |
$151K - $191K
|
540K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.23K+ 2.72% |
$146K - $185K
|
236K
$7.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.09K+ 5.29% |
$142K - $181K
|
121K
$3.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.85K+ 0.93% |
$137K - $174K
|
634K
$19.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.83K+ 4.35% |
$137K - $173K
|
140K
$4.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
5.75K+ 55.33% |
$135K - $171K
|
16.1K
$492K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
5.63K+ 2.61% |
$132K - $167K
|
221K
$6.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.59K+ 11.74% |
$131K - $166K
|
53.2K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
5.5K+ 43.19% |
$129K - $163K
|
18.2K
$556K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.42K+ 15.33% |
$127K - $161K
|
40.8K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.21K+ 43.24% |
$122K - $154K
|
17.2K
$526K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
5.11K+ 15.95% |
$120K - $152K
|
37.2K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
4.81K+ 2.63% |
$113K - $143K
|
188K
$5.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.68K+ 30.18% |
$109K - $139K
|
20.2K
$615K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.65K+ 2.91% |
$109K - $138K
|
165K
$5.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.61K+ 2.91% |
$108K - $137K
|
163K
$4.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.52K+ 6.24% |
$106K - $134K
|
76.9K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.35K+ 10.88% |
$102K - $129K
|
44.3K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.29K+ 2.64% |
$100K - $127K
|
167K
$5.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.29KNew |
$100K - $127K
|
4.29K
$131K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.74K+ 21.96% |
$87.4K - $111K
|
20.7K
$633K
|