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 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6.12K+ 3.0% |
$160K - $176K
|
210K
$5.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.48K+ 4.62% |
$143K - $158K
|
124K
$3.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5.4K+ 3.61% |
$141K - $156K
|
155K
$4.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
4.87K+ 6.34% |
$128K - $140K
|
81.7K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.56K+ 6.06% |
$119K - $131K
|
79.7K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.95K+ 15.57% |
$103K - $114K
|
29.3K
$769K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.68K+ 15.23% |
$96.2K - $106K
|
27.8K
$731K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.35K+ 1.04% |
$87.7K - $96.7K
|
327K
$8.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.35K+ 22.4% |
$87.7K - $96.6K
|
18.3K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
2.49K+ 0.49% |
$65.2K - $71.8K
|
508K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.12K+ 2.88% |
$55.4K - $61K
|
75.5K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.08K+ 2.59% |
$54.3K - $59.8K
|
82.1K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.96K+ 0.51% |
$51.2K - $56.4K
|
383K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.56KNew |
$40.7K - $44.8K
|
1.56K
$40.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.15K+ 8.05% |
$30.1K - $33.1K
|
15.4K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.09K+ 4.09% |
$28.4K - $31.3K
|
27.6K
$725K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
931+ 9.07% |
$24.4K - $26.8K
|
11.2K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
925+ 5.07% |
$24.2K - $26.7K
|
19.2K
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
773+ 2.94% |
$20.2K - $22.3K
|
27K
$710K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
601+ 1.26% |
$15.7K - $17.3K
|
48.4K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
410+ 4.76% |
$10.7K - $11.8K
|
9.02K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
389New |
$10.2K - $11.2K
|
389
$10.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
106+ 0.16% |
$2.77K - $3.05K
|
65.3K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
79+ 0.48% |
$2.07K - $2.28K
|
16.4K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
50+ 0.64% |
$1.31K - $1.44K
|
7.88K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 0.03% |
$314 - $346
|
38.3K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
9+ 0.02% |
$235 - $259
|
46.1K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$26.2 - $28.8
|
97.7K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-38- 0.31% |
$994 - $1.1K
|
12.4K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-90- 0.23% |
$2.35K - $2.59K
|
39K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-105- 0.36% |
$2.75K - $3.03K
|
29K
$761K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-158- 0.19% |
$4.13K - $4.55K
|
81.5K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-183- 0.37% |
$4.79K - $5.27K
|
49.2K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-469- 4.97% |
$12.3K - $13.5K
|
8.97K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-900- 7.01% |
$23.5K - $25.9K
|
11.9K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.9K- 2.03% |
$49.6K - $54.6K
|
91.3K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.97K- 3.05% |
$77.7K - $85.6K
|
94.5K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.82K- 6.52% |
$100K - $110K
|
54.8K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-10.4K- 14.84% |
$273K - $300K
|
59.8K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3K- 44.21% |
$321K - $353K
|
15.5K
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-14.4K- 12.43% |
$377K - $415K
|
101K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-448K- 75.22% |
$11.7M - $12.9M
|
148K
$3.88M
|