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 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
8.17K+ 6.21% |
$214K - $236K
|
140K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.15KNew |
$213K - $235K
|
8.15K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8.13K+ 2.95% |
$213K - $234K
|
284K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.13K+ 5.44% |
$213K - $234K
|
157K
$4.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.69KNew |
$201K - $222K
|
7.69K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.66KNew |
$200K - $221K
|
7.66K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
7.65KNew |
$200K - $220K
|
7.65K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.62K+ 18.58% |
$199K - $219K
|
48.6K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.46K+ 32.46% |
$195K - $215K
|
30.4K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.28K+ 2.64% |
$190K - $210K
|
283K
$8.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
7.14K+ 17.09% |
$187K - $206K
|
48.9K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
6.97K+ 2.0% |
$182K - $201K
|
356K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
6.71K+ 4.23% |
$175K - $193K
|
165K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.42K+ 7.31% |
$168K - $185K
|
94.1K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
6.33K+ 2.97% |
$165K - $182K
|
219K
$6.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6.16K+ 125.25% |
$161K - $178K
|
11.1K
$317K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6.12K+ 3.0% |
$160K - $176K
|
210K
$6.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6K+ 22.55% |
$157K - $173K
|
32.6K
$934K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.65K+ 2.24% |
$148K - $163K
|
258K
$7.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.48K+ 4.62% |
$143K - $158K
|
124K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.46K+ 655.65% |
$143K - $157K
|
6.29K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.45K+ 58.65% |
$143K - $157K
|
14.8K
$423K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5.4K+ 3.61% |
$141K - $156K
|
155K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.37K+ 21.6% |
$140K - $155K
|
30.2K
$866K
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
4.87K+ 6.34% |
$128K - $140K
|
81.7K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.74K+ 40.67% |
$124K - $136K
|
16.4K
$469K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
4.56K+ 2.01% |
$119K - $132K
|
231K
$6.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.56K+ 6.06% |
$119K - $131K
|
79.7K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.3K+ 6.73% |
$112K - $124K
|
68.2K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.01K+ 26.36% |
$105K - $115K
|
19.2K
$550K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.97K+ 2.37% |
$104K - $114K
|
171K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.95K+ 15.57% |
$103K - $114K
|
29.3K
$840K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.88K+ 11.5% |
$102K - $112K
|
37.6K
$1.08M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.83K+ 0.75% |
$100K - $110K
|
514K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.68K+ 15.23% |
$96.2K - $106K
|
27.8K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.49K+ 5.43% |
$91.2K - $101K
|
67.7K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.48K+ 3.07% |
$91.1K - $100K
|
117K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.35K+ 1.04% |
$87.7K - $96.7K
|
327K
$9.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.35K+ 22.4% |
$87.7K - $96.6K
|
18.3K
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.33K+ 22.2% |
$87.1K - $95.9K
|
18.3K
$525K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.28K+ 6.02% |
$85.8K - $94.5K
|
57.7K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3.16K+ 4.27% |
$82.6K - $91K
|
77K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.03K+ 8.55% |
$79.3K - $87.4K
|
38.5K
$1.1M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.93KNew |
$76.6K - $84.4K
|
2.93K
$84K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.85K+ 1.81% |
$74.7K - $82.3K
|
161K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$66.8K - $73.6K
|
2.56K
$73.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.52K+ 1.04% |
$66K - $72.7K
|
245K
$7.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
2.49K+ 0.49% |
$65.2K - $71.8K
|
508K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.44K+ 9.24% |
$63.9K - $70.3K
|
28.9K
$827K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.43K+ 1.78% |
$63.4K - $69.9K
|
139K
$3.98M
|