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 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-505- 0.87% |
$11.8K - $15K
|
57.3K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-535- 0.51% |
$12.5K - $15.9K
|
104K
$3.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-540- 0.7% |
$12.6K - $16K
|
76.8K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-551- 12.24% |
$12.9K - $16.4K
|
3.95K
$128K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-575- 3.68% |
$13.5K - $17.1K
|
15K
$487K
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-639- 0.76% |
$15K - $19K
|
83.3K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-670- 8.86% |
$15.7K - $19.9K
|
6.89K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-756- 2.39% |
$17.7K - $22.4K
|
30.9K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-796- 2.13% |
$18.6K - $23.6K
|
36.6K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-824- 2.09% |
$19.3K - $24.5K
|
38.7K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-832- 1.05% |
$19.5K - $24.7K
|
78.1K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.01K- 5.92% |
$23.7K - $30K
|
16.1K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.27K- 1.28% |
$29.6K - $37.6K
|
97.7K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-1.37K- 6.87% |
$32K - $40.6K
|
18.5K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.45K- 10.68% |
$33.9K - $43K
|
12.1K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 1.38% |
$35.1K - $44.6K
|
107K
$3.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.52K- 3.81% |
$35.6K - $45.2K
|
38.4K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 1.73% |
$37.6K - $47.7K
|
91.3K
$2.96M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.68K- 13.06% |
$39.4K - $50K
|
11.2K
$363K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.69K- 1.19% |
$39.5K - $50.1K
|
140K
$4.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.83K- 0.24% |
$42.8K - $54.3K
|
752K
$24.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.87K- 10.18% |
$43.8K - $55.5K
|
16.5K
$534K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.95K- 10.56% |
$45.7K - $57.9K
|
16.5K
$536K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.97K- 17.29% |
$46.1K - $58.4K
|
9.42K
$305K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.99K- 2.23% |
$46.5K - $58.9K
|
86.9K
$2.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2K- 69.23% |
$46.8K - $59.3K
|
888
$28.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2K- 92.12% |
$46.8K - $59.4K
|
171
$5.54K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-2.02K- 0.6% |
$47.2K - $59.8K
|
337K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-2.15K- 1.19% |
$50.4K - $63.9K
|
179K
$5.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.3K- 8.92% |
$53.8K - $68.3K
|
23.5K
$760K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-2.36K- 0.24% |
$55.2K - $70K
|
973K
$31.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.49K- 1.25% |
$58.3K - $73.9K
|
197K
$6.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.79K- 5.96% |
$65.4K - $82.9K
|
44.1K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.81K- 0.36% |
$65.8K - $83.4K
|
773K
$25M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.02K- 0.88% |
$70.7K - $89.6K
|
341K
$11.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.03K- 13.59% |
$71K - $90K
|
19.3K
$625K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-3.31K- 0.76% |
$77.3K - $98.1K
|
431K
$14M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-3.31K- 1.42% |
$77.4K - $98.2K
|
230K
$7.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-3.44K- 2.48% |
$80.5K - $102K
|
135K
$4.38M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-4.51K- 2.51% |
$106K - $134K
|
175K
$5.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-4.55K- 0.31% |
$106K - $135K
|
1.48M
$47.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.65K- 2.31% |
$109K - $138K
|
197K
$6.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-4.66K- 3.6% |
$109K - $138K
|
125K
$4.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.88K- 3.78% |
$114K - $145K
|
124K
$4.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5K- 11.45% |
$117K - $148K
|
38.7K
$1.25M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.42K- 0.08% |
$127K - $161K
|
6.58M
$213M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-5.79K- 6.81% |
$135K - $172K
|
79.1K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-6.05K- 5.25% |
$142K - $180K
|
109K
$3.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-6.87K- 19.36% |
$161K - $204K
|
28.6K
$927K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-6.94K- 5.97% |
$162K - $206K
|
109K
$3.54M
|