Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
315K+ 32.11% |
$8.24M - $9.07M
|
1.3M
$34M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
295K+ 26.77% |
$7.72M - $8.51M
|
1.4M
$36.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
284KNew |
$7.44M - $8.2M
|
284K
$7.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
147KNew |
$3.85M - $4.24M
|
147K
$3.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
146KNew |
$3.81M - $4.2M
|
146K
$3.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
136K+ 19.16% |
$3.55M - $3.91M
|
843K
$22.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
106KNew |
$2.78M - $3.07M
|
106K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
105K+ 6.8% |
$2.74M - $3.01M
|
1.64M
$43.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
93.6K+ 4.02% |
$2.45M - $2.7M
|
2.42M
$63.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
77K+ 3.23% |
$2.01M - $2.22M
|
2.46M
$64.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
61.3K+ 45.06% |
$1.6M - $1.77M
|
197K
$5.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
60.8K+ 17.44% |
$1.59M - $1.75M
|
409K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
56.9K+ 24.88% |
$1.49M - $1.64M
|
286K
$7.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
55.4K+ 11.49% |
$1.45M - $1.6M
|
537K
$14.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
55.1K+ 26.36% |
$1.44M - $1.59M
|
264K
$6.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
54.2K+ 6.69% |
$1.42M - $1.56M
|
864K
$22.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
52.1K+ 73.71% |
$1.36M - $1.5M
|
123K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
45.7K+ 25.14% |
$1.19M - $1.32M
|
227K
$5.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
44KNew |
$1.15M - $1.27M
|
44K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
42.8K+ 37.51% |
$1.12M - $1.23M
|
157K
$4.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
41.1K+ 4.26% |
$1.08M - $1.19M
|
1.01M
$26.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
40.3K+ 4.08% |
$1.05M - $1.16M
|
1.03M
$27M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.2K+ 8.58% |
$973K - $1.07M
|
471K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
34.4K+ 12.93% |
$899K - $990K
|
300K
$7.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33.9K+ 114.93% |
$886K - $976K
|
63.3K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
31.2K+ 5.26% |
$817K - $900K
|
625K
$16.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
29.8KNew |
$780K - $859K
|
29.8K
$783K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
23.4K+ 8.73% |
$613K - $675K
|
292K
$7.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20.7K+ 3.09% |
$541K - $596K
|
690K
$18.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
20.6K+ 20.15% |
$539K - $593K
|
123K
$3.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
20.2K+ 6.14% |
$529K - $583K
|
350K
$9.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
20.1K+ 4.2% |
$526K - $580K
|
500K
$13.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
17.3KNew |
$453K - $500K
|
17.3K
$455K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
17K+ 3.88% |
$445K - $491K
|
456K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
16K+ 15.63% |
$418K - $461K
|
118K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15.8K+ 2.09% |
$413K - $455K
|
772K
$20.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
15.4K+ 7.8% |
$402K - $443K
|
213K
$5.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.3K+ 3.17% |
$401K - $442K
|
499K
$13.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
15.1K+ 3.49% |
$395K - $435K
|
447K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15KNew |
$392K - $432K
|
15K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.6KNew |
$328K - $362K
|
12.6K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
11.3K+ 105.11% |
$296K - $326K
|
22K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
10.7K+ 112.17% |
$279K - $307K
|
20.2K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10.4K+ 4.7% |
$272K - $299K
|
231K
$6.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10.2K+ 8.39% |
$268K - $295K
|
132K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
10.2K+ 5.56% |
$267K - $294K
|
194K
$5.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
8.27KNew |
$216K - $238K
|
8.27K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
8.17K+ 6.21% |
$214K - $236K
|
140K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.69KNew |
$201K - $222K
|
7.69K
$202K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.46K+ 32.46% |
$195K - $215K
|
30.4K
$800K
|