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 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-18.4K- 32.53% |
$430K - $546K
|
38.1K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-20.6K- 7.1% |
$482K - $611K
|
269K
$8.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-21.6K- 8.51% |
$505K - $640K
|
232K
$7.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-23.1K- 33.82% |
$540K - $685K
|
45.2K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-25.2K- 1.54% |
$589K - $747K
|
1.61M
$49.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-28.8K- 59.75% |
$673K - $854K
|
19.4K
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-29K- 5.45% |
$680K - $862K
|
503K
$15.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30.1K- 24.97% |
$703K - $892K
|
90.3K
$2.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-30.9K- 10.79% |
$724K - $918K
|
256K
$7.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-35.8K- 1.92% |
$838K - $1.06M
|
1.83M
$55.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-37.3K- 5.25% |
$873K - $1.11M
|
673K
$20.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-38.1K- 7.67% |
$891K - $1.13M
|
458K
$14M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-39.2K- 43.56% |
$917K - $1.16M
|
50.7K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-54.7K- 28.45% |
$1.28M - $1.62M
|
138K
$4.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-82K- 25.47% |
$1.92M - $2.43M
|
240K
$7.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-95.4K- 1.56% |
$2.23M - $2.83M
|
6.01M
$183M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-114K- 3.94% |
$2.66M - $3.38M
|
2.78M
$84.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-134K- 41.46% |
$3.14M - $3.99M
|
190K
$5.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-143K- 33.4% |
$3.35M - $4.25M
|
286K
$8.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-154K- 44.36% |
$3.59M - $4.56M
|
193K
$5.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-169K- 23.93% |
$3.94M - $5M
|
536K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-177K- 13.69% |
$4.14M - $5.25M
|
1.12M
$34M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-244K- 60.37% |
$5.71M - $7.24M
|
160K
$4.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-414K- 8.44% |
$9.69M - $12.3M
|
4.49M
$137M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-791K- 17.66% |
$18.5M - $23.5M
|
3.68M
$112M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-948K- 97.45% |
$22.2M - $28.1M
|
24.8K
$757K
|