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 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.8K+ 5.87% |
$65.4K - $83K
|
50.5K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.73K+ 2.7% |
$64K - $81.1K
|
104K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.71KNew |
$63.3K - $80.3K
|
2.71K
$87.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
2.66K+ 0.51% |
$62.2K - $78.9K
|
521K
$16.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.6KNew |
$60.9K - $77.2K
|
2.6K
$84.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.58KNew |
$60.3K - $76.5K
|
2.58K
$83.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.54K+ 2.42% |
$59.3K - $75.3K
|
107K
$3.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.41K+ 88.54% |
$56.4K - $71.6K
|
5.13K
$166K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
2.39K+ 0.57% |
$55.9K - $70.9K
|
424K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.3K+ 10.96% |
$53.9K - $68.3K
|
23.3K
$755K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.27K+ 0.91% |
$53.1K - $67.3K
|
253K
$8.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.2K+ 2.48% |
$51.6K - $65.4K
|
91K
$2.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.2K+ 15.08% |
$51.4K - $65.1K
|
16.8K
$543K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2.16K+ 25.4% |
$50.4K - $64K
|
10.6K
$345K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.13K+ 287.84% |
$49.8K - $63.2K
|
2.87K
$93K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.88K+ 6.59% |
$44K - $55.8K
|
30.4K
$985K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.85K+ 10.7% |
$43.4K - $55K
|
19.2K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.83K+ 1.54% |
$42.7K - $54.2K
|
121K
$3.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.62K+ 8.41% |
$37.9K - $48K
|
20.9K
$676K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.57K+ 5.6% |
$36.8K - $46.7K
|
29.7K
$961K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 6.56% |
$36K - $45.6K
|
25K
$809K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.54K+ 13.77% |
$35.9K - $45.6K
|
12.7K
$411K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.38K+ 4.94% |
$32.4K - $41.1K
|
29.4K
$951K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.24K+ 0.09% |
$29K - $36.7K
|
1.36M
$44M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.21K+ 2.48% |
$28.2K - $35.8K
|
49.8K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.21K+ 12.75% |
$28.2K - $35.8K
|
10.7K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.2K+ 0.38% |
$28.2K - $35.7K
|
322K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.2K+ 0.66% |
$28K - $35.5K
|
182K
$5.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.18K+ 2.8% |
$27.6K - $35.1K
|
43.4K
$1.41M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.16K+ 3.3% |
$27.1K - $34.4K
|
36.3K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
1.16K+ 0.44% |
$27K - $34.3K
|
262K
$8.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.14K+ 1.22% |
$26.6K - $33.7K
|
94.3K
$3.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 3.66% |
$26.5K - $33.7K
|
32.1K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
1.01K+ 5.85% |
$23.6K - $29.9K
|
18.2K
$591K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1KNew |
$23.4K - $29.7K
|
1K
$32.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
960+ 3.51% |
$22.5K - $28.5K
|
28.3K
$917K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
922+ 4.62% |
$21.6K - $27.4K
|
20.9K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
873+ 9.37% |
$20.4K - $25.9K
|
10.2K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
846+ 0.99% |
$19.8K - $25.1K
|
86K
$2.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
829+ 0.66% |
$19.4K - $24.6K
|
126K
$4.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
827+ 10.26% |
$19.4K - $24.5K
|
8.89K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
814+ 24.0% |
$19K - $24.2K
|
4.21K
$136K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
773+ 0.58% |
$18.1K - $22.9K
|
134K
$4.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
670+ 8.49% |
$15.7K - $19.9K
|
8.56K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
637+ 2.69% |
$14.9K - $18.9K
|
24.3K
$788K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
627New |
$14.7K - $18.6K
|
627
$20.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
572+ 0.91% |
$13.4K - $17K
|
63.7K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
491+ 3.4% |
$11.5K - $14.6K
|
14.9K
$484K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
440New |
$10.3K - $13.1K
|
440
$14.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
424+ 0.07% |
$9.92K - $12.6K
|
568K
$18.4M
|