Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
495KNew |
$14.6M - $16.1M
|
495K
$16M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
448K+ 2.67% |
$13.2M - $14.6M
|
17.2M
$558M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
301KNew |
$8.91M - $9.8M
|
301K
$9.76M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
251K+ 15.59% |
$7.42M - $8.17M
|
1.86M
$60.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
187K+ 35.61% |
$5.52M - $6.07M
|
711K
$23M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
111KNew |
$3.29M - $3.62M
|
111K
$3.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
72.7K+ 20.84% |
$2.15M - $2.36M
|
421K
$13.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
63.5K+ 5.69% |
$1.88M - $2.07M
|
1.18M
$38.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
61.3K+ 19.87% |
$1.81M - $1.99M
|
370K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
60.1K+ 6.23% |
$1.78M - $1.95M
|
1.03M
$33.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
54K+ 24.21% |
$1.6M - $1.76M
|
277K
$8.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
47.7K+ 24.76% |
$1.41M - $1.55M
|
240K
$7.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
44.9K+ 5.81% |
$1.33M - $1.46M
|
819K
$26.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
44.8K+ 119.42% |
$1.32M - $1.46M
|
82.2K
$2.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
43.3K+ 16.79% |
$1.28M - $1.41M
|
301K
$9.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
40.8K+ 14.93% |
$1.2M - $1.33M
|
314K
$10.2M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
39.5K+ 19.7% |
$1.17M - $1.28M
|
240K
$7.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
35.6K+ 20.26% |
$1.05M - $1.16M
|
211K
$6.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
34.4K+ 6.52% |
$1.02M - $1.12M
|
563K
$18.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
33.6K+ 199.78% |
$992K - $1.09M
|
50.4K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
32.8K+ 7.6% |
$968K - $1.07M
|
464K
$15M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
28KNew |
$826K - $909K
|
28K
$905K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27.7K+ 5.39% |
$820K - $902K
|
542K
$17.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
27.4K+ 2.82% |
$811K - $892K
|
1M
$32.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
26.5K+ 5.54% |
$783K - $861K
|
505K
$16.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
25.8K+ 1.42% |
$763K - $840K
|
1.84M
$59.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
25K+ 2.28% |
$738K - $813K
|
1.12M
$36.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
23.3K+ 10.14% |
$689K - $759K
|
253K
$8.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
23K+ 5.03% |
$678K - $747K
|
479K
$15.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
22.9K+ 4.41% |
$678K - $746K
|
544K
$17.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.5K+ 5.39% |
$666K - $733K
|
441K
$14.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
22.3K+ 10.49% |
$660K - $726K
|
235K
$7.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.8K+ 3.58% |
$645K - $710K
|
632K
$20.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
20.2K+ 14.41% |
$596K - $656K
|
160K
$5.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.1K+ 44.5% |
$536K - $590K
|
58.9K
$1.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
16.7K+ 22.92% |
$493K - $542K
|
89.4K
$2.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
16.5K+ 4.42% |
$488K - $537K
|
390K
$12.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16.5K+ 66.46% |
$487K - $536K
|
41.3K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
15.5KNew |
$457K - $502K
|
15.5K
$500K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
15K+ 52.4% |
$443K - $488K
|
43.6K
$1.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
14.4K+ 2.99% |
$424K - $467K
|
495K
$16M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
13.6K+ 2.65% |
$400K - $441K
|
524K
$17M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
13.1K+ 6.83% |
$386K - $425K
|
204K
$6.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.5K+ 165.68% |
$371K - $408K
|
20.1K
$651K
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
12.1K+ 12.4% |
$357K - $393K
|
110K
$3.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
12K+ 3.73% |
$355K - $390K
|
334K
$10.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.3KNew |
$334K - $367K
|
11.3K
$366K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.5K+ 4.85% |
$309K - $340K
|
226K
$7.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.2K+ 66.62% |
$302K - $332K
|
25.6K
$828K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.86K+ 1.74% |
$291K - $321K
|
577K
$18.7M
|