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 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
404+ 1.23% |
$9.45K - $12K
|
33.1K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
359+ 1.12% |
$8.4K - $10.7K
|
32.5K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
349+ 2.88% |
$8.17K - $10.4K
|
12.5K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
297+ 0.51% |
$6.95K - $8.81K
|
58.4K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
295+ 1.52% |
$6.9K - $8.76K
|
19.7K
$637K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
287New |
$6.72K - $8.52K
|
287
$9.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
286+ 0.32% |
$6.69K - $8.49K
|
89.9K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
244+ 0.43% |
$5.71K - $7.24K
|
56.4K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
135+ 0.49% |
$3.16K - $4.01K
|
27.7K
$897K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
122+ 1.06% |
$2.85K - $3.62K
|
11.7K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
121New |
$2.83K - $3.59K
|
121
$3.92K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121+ 54.26% |
$2.83K - $3.59K
|
344
$11.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.82% |
$2.34K - $2.97K
|
12.4K
$401K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
44+ 0.31% |
$1.03K - $1.31K
|
14.1K
$458K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
22+ 0.83% |
$515 - $653
|
2.67K
$86.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16+ 0.04% |
$374 - $475
|
38.3K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 0.62% |
$351 - $445
|
2.43K
$78.8K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$328 - $416
|
14
$453
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.07% |
$187 - $237
|
11.6K
$377K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.07% |
$70.2 - $89
|
4.08K
$132K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
3+ 0.04% |
$70.2 - $89
|
7.59K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.01% |
$23.4 - $29.7
|
19.1K
$618K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$23.4 - $29.7
|
1
$32.4
|
|
|
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
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-5- 0.05% |
$117 - $148
|
10.2K
$329K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.1% |
$211 - $267
|
9.42K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-19- 2.01% |
$445 - $564
|
926
$30K
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-20- -0.0% |
$468 - $594
|
527K
$17.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-23- 0.13% |
$538 - $683
|
17.4K
$564K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-27- 0.02% |
$632 - $801
|
116K
$3.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-45- 0.02% |
$1.05K - $1.34K
|
230K
$7.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-66- 0.62% |
$1.54K - $1.96K
|
10.6K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-75- 0.63% |
$1.76K - $2.23K
|
11.9K
$385K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-76- 0.39% |
$1.78K - $2.26K
|
19.2K
$621K
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-232- 0.06% |
$5.43K - $6.89K
|
372K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-243- 38.33% |
$5.69K - $7.21K
|
391
$12.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-253- 1.6% |
$5.92K - $7.51K
|
15.6K
$505K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-274- 1.26% |
$6.41K - $8.13K
|
21.5K
$698K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-302- 0.61% |
$7.07K - $8.96K
|
48.9K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-303- 3.44% |
$7.09K - $8.99K
|
8.51K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-334- 2.6% |
$7.82K - $9.91K
|
12.5K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-337- 3.41% |
$7.89K - $10K
|
9.54K
$309K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-367- 14.97% |
$8.59K - $10.9K
|
2.08K
$67.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-372- 0.48% |
$8.7K - $11K
|
77.6K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-381- 0.17% |
$8.92K - $11.3K
|
224K
$7.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-410- 0.12% |
$9.59K - $12.2K
|
350K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-410- 5.14% |
$9.59K - $12.2K
|
7.57K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-429- 6.56% |
$10K - $12.7K
|
6.11K
$198K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-460- 1.21% |
$10.8K - $13.7K
|
37.5K
$1.21M
|