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 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-7.24K- 1.56% |
$170K - $215K
|
456K
$14.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-7.46K- 14.43% |
$175K - $222K
|
44.3K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-7.51K- 11.93% |
$176K - $223K
|
55.4K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.21K- 10.38% |
$192K - $244K
|
70.9K
$2.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.28K- 34.36% |
$194K - $246K
|
15.8K
$512K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-8.7K- 34.7% |
$203K - $258K
|
16.4K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.95K- 37.95% |
$209K - $266K
|
14.6K
$474K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.75K- 0.39% |
$228K - $289K
|
2.49M
$80.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.98K- 2.04% |
$234K - $296K
|
480K
$15.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.2K- 14.62% |
$238K - $302K
|
59.4K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-10.8K- 1.52% |
$254K - $322K
|
702K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.9K- 2.13% |
$254K - $322K
|
498K
$16.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-11.9K- 11.38% |
$278K - $353K
|
92.6K
$3M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-12K- 1.12% |
$281K - $356K
|
1.06M
$34.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-12.2K- 10.39% |
$284K - $361K
|
105K
$3.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-12.2K- 5.28% |
$286K - $363K
|
219K
$7.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-12.2K- 5.44% |
$286K - $363K
|
212K
$6.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-12.7K- 3.5% |
$298K - $377K
|
351K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-12.9K- 19.67% |
$302K - $383K
|
52.7K
$1.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-12.9K- 2.48% |
$302K - $384K
|
509K
$16.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-13.7K- 5.58% |
$320K - $406K
|
232K
$7.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-15.4K- 4.04% |
$361K - $457K
|
366K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-15.4K- 6.39% |
$361K - $458K
|
226K
$7.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-16K- 0.66% |
$375K - $475K
|
2.42M
$78.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-16.3K- 5.53% |
$382K - $484K
|
279K
$9.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-17K- 4.8% |
$398K - $505K
|
337K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.2K- 1.68% |
$403K - $511K
|
1.01M
$32.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-17.8K- 55.05% |
$417K - $529K
|
14.5K
$471K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-18.3K- 2.04% |
$429K - $544K
|
881K
$28.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-18.4K- 32.53% |
$430K - $546K
|
38.1K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-19.9K- 60.96% |
$466K - $591K
|
12.7K
$413K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-20.6K- 7.1% |
$482K - $611K
|
269K
$8.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-21.6K- 8.51% |
$505K - $640K
|
232K
$7.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-23.1K- 33.82% |
$540K - $685K
|
45.2K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-25.2K- 1.54% |
$589K - $747K
|
1.61M
$52.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-28.8K- 59.75% |
$673K - $854K
|
19.4K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-29K- 5.45% |
$680K - $862K
|
503K
$16.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30.1K- 24.97% |
$703K - $892K
|
90.3K
$2.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-30.9K- 10.79% |
$724K - $918K
|
256K
$8.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-35.8K- 1.92% |
$838K - $1.06M
|
1.83M
$59.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-37.3K- 5.25% |
$873K - $1.11M
|
673K
$21.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-38.1K- 7.67% |
$891K - $1.13M
|
458K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-39.2K- 43.56% |
$917K - $1.16M
|
50.7K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-45.8K- 21.81% |
$1.07M - $1.36M
|
164K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-47.5K- 56.43% |
$1.11M - $1.41M
|
36.7K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-54.7K- 28.45% |
$1.28M - $1.62M
|
138K
$4.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-64.5K- 7.35% |
$1.51M - $1.91M
|
813K
$26.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-82K- 25.47% |
$1.92M - $2.43M
|
240K
$7.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-95.4K- 1.56% |
$2.23M - $2.83M
|
6.01M
$195M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 70.11% |
$2.48M - $3.15M
|
45.3K
$1.47M
|