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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
39.2K+ 7.54% |
$1.03M - $1.13M
|
559K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
38.9K+ 7.2% |
$1.02M - $1.12M
|
579K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
38.8K+ 8.71% |
$1.02M - $1.12M
|
485K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
37.9K+ 32.55% |
$992K - $1.09M
|
154K
$4.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.2K+ 8.58% |
$973K - $1.07M
|
471K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
36.8KNew |
$963K - $1.06M
|
36.8K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
35.9K+ 7.49% |
$940K - $1.04M
|
516K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
35K+ 2.73% |
$916K - $1.01M
|
1.32M
$35.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
34.4K+ 12.93% |
$899K - $990K
|
300K
$8.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.9K+ 25.9% |
$887K - $978K
|
165K
$4.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33.9K+ 114.93% |
$886K - $976K
|
63.3K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.7K+ 32.99% |
$881K - $971K
|
136K
$3.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
32.8KNew |
$858K - $945K
|
32.8K
$892K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.7KNew |
$854K - $941K
|
32.7K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
32.1K+ 10.07% |
$840K - $925K
|
351K
$9.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
31.2K+ 5.26% |
$817K - $900K
|
625K
$17M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
31.2K+ 5.06% |
$815K - $898K
|
648K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
31.1K+ 5.14% |
$814K - $897K
|
637K
$17.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
31K+ 10.21% |
$812K - $895K
|
335K
$9.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
29.8KNew |
$780K - $859K
|
29.8K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
29.1K+ 11.47% |
$760K - $838K
|
282K
$7.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
28.4K+ 145.66% |
$744K - $820K
|
48K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.4K+ 5.5% |
$742K - $817K
|
544K
$14.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.4KNew |
$718K - $791K
|
27.4K
$746K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
24.6KNew |
$644K - $710K
|
24.6K
$670K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
23.9K+ 5.81% |
$626K - $690K
|
436K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
23.6KNew |
$617K - $680K
|
23.6K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
23.4K+ 8.73% |
$613K - $675K
|
292K
$7.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
21.8K+ 4.53% |
$571K - $629K
|
504K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
21.4KNew |
$559K - $616K
|
21.4K
$581K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
21.2K+ 20.22% |
$555K - $611K
|
126K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20.7K+ 3.09% |
$541K - $596K
|
690K
$18.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
20.6K+ 20.15% |
$539K - $593K
|
123K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.3K+ 96.34% |
$530K - $584K
|
41.3K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
20.2K+ 6.14% |
$529K - $583K
|
350K
$9.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
20.1K+ 4.2% |
$526K - $580K
|
500K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
19.9KNew |
$521K - $574K
|
19.9K
$541K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18.4KNew |
$482K - $531K
|
18.4K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 3.39% |
$474K - $522K
|
553K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
18K+ 2.97% |
$471K - $518K
|
623K
$16.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
17.6KNew |
$461K - $508K
|
17.6K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
17.6KNew |
$460K - $507K
|
17.6K
$479K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
17.3KNew |
$453K - $500K
|
17.3K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.1K+ 75.55% |
$448K - $493K
|
39.8K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.1K+ 18.35% |
$447K - $492K
|
110K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
17K+ 3.88% |
$445K - $491K
|
456K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17KNew |
$445K - $490K
|
17K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$439K - $484K
|
16.8K
$457K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
16.5K+ 9.14% |
$432K - $476K
|
197K
$5.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
16K+ 15.63% |
$418K - $461K
|
118K
$3.22M
|