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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
244+ 0.43% |
$5.71K - $7.24K
|
56.4K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
122+ 1.06% |
$2.85K - $3.62K
|
11.7K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121+ 54.26% |
$2.83K - $3.59K
|
344
$10.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.82% |
$2.34K - $2.97K
|
12.4K
$377K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
44+ 0.31% |
$1.03K - $1.31K
|
14.1K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
22+ 0.83% |
$515 - $653
|
2.67K
$81.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16+ 0.04% |
$374 - $475
|
38.3K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 0.62% |
$351 - $445
|
2.43K
$74.2K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$328 - $416
|
14
$427
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.07% |
$187 - $237
|
11.6K
$355K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
3+ 0.04% |
$70.2 - $89
|
7.59K
$231K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.07% |
$70.2 - $89
|
4.08K
$124K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$23.4 - $29.7
|
1
$30.5
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.01% |
$23.4 - $29.7
|
19.1K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-5- 0.04% |
$117 - $148
|
11.7K
$358K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-5- 0.05% |
$117 - $148
|
10.2K
$310K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.1% |
$211 - $267
|
9.42K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-23- 0.13% |
$538 - $683
|
17.4K
$531K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-27- 0.02% |
$632 - $801
|
116K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-45- 0.02% |
$1.05K - $1.34K
|
230K
$7.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-66- 0.62% |
$1.54K - $1.96K
|
10.6K
$324K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-75- 0.63% |
$1.76K - $2.23K
|
11.9K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-76- 0.39% |
$1.78K - $2.26K
|
19.2K
$585K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-253- 1.6% |
$5.92K - $7.51K
|
15.6K
$476K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-274- 1.26% |
$6.41K - $8.13K
|
21.5K
$657K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-302- 0.61% |
$7.07K - $8.96K
|
48.9K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-303- 3.44% |
$7.09K - $8.99K
|
8.51K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-334- 2.6% |
$7.82K - $9.91K
|
12.5K
$382K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-337- 3.41% |
$7.89K - $10K
|
9.54K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-367- 14.97% |
$8.59K - $10.9K
|
2.08K
$63.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-372- 0.48% |
$8.7K - $11K
|
77.6K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-381- 0.17% |
$8.92K - $11.3K
|
224K
$6.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-410- 5.14% |
$9.59K - $12.2K
|
7.57K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-410- 0.12% |
$9.59K - $12.2K
|
350K
$10.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-460- 1.21% |
$10.8K - $13.7K
|
37.5K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-505- 0.87% |
$11.8K - $15K
|
57.3K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-535- 0.51% |
$12.5K - $15.9K
|
104K
$3.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-540- 0.7% |
$12.6K - $16K
|
76.8K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-551- 12.24% |
$12.9K - $16.4K
|
3.95K
$121K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-575- 3.68% |
$13.5K - $17.1K
|
15K
$458K
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-639- 0.76% |
$15K - $19K
|
83.3K
$2.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-670- 8.86% |
$15.7K - $19.9K
|
6.89K
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-756- 2.39% |
$17.7K - $22.4K
|
30.9K
$942K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-796- 2.13% |
$18.6K - $23.6K
|
36.6K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-832- 1.05% |
$19.5K - $24.7K
|
78.1K
$2.38M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.01K- 5.92% |
$23.7K - $30K
|
16.1K
$491K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.27K- 1.28% |
$29.6K - $37.6K
|
97.7K
$2.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.52K- 3.81% |
$35.6K - $45.2K
|
38.4K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 1.73% |
$37.6K - $47.7K
|
91.3K
$2.79M
|