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 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.41KNew |
$63.2K - $69.6K
|
2.41K
$69.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.12K+ 2.88% |
$55.4K - $61K
|
75.5K
$2.17M
|
|
|
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
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.03K+ 6.14% |
$53.1K - $58.5K
|
35.1K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
2.02K+ 0.54% |
$52.9K - $58.3K
|
374K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.02K+ 3.7% |
$52.8K - $58.2K
|
56.6K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.96K+ 2.19% |
$51.4K - $56.6K
|
91.7K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.96K+ 0.51% |
$51.2K - $56.4K
|
383K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.88K+ 0.62% |
$49.1K - $54K
|
304K
$8.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.79K+ 0.26% |
$46.7K - $51.5K
|
681K
$19.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
1.73K+ 0.08% |
$45.3K - $49.9K
|
2.24M
$64.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.68K+ 7.84% |
$43.8K - $48.3K
|
23K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.56KNew |
$40.7K - $44.8K
|
1.56K
$44.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.5KNew |
$39.2K - $43.2K
|
1.5K
$43K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.44K+ 1.94% |
$37.6K - $41.5K
|
75.8K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.38KNew |
$36.1K - $39.8K
|
1.38K
$39.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 12.25% |
$35.4K - $39K
|
12.4K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.28KNew |
$33.4K - $36.7K
|
1.28K
$36.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.23K+ 3.63% |
$32.1K - $35.4K
|
35.1K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.19K+ 0.31% |
$31.1K - $34.3K
|
380K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.18K+ 1.78% |
$30.9K - $34K
|
67.6K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.15K+ 8.05% |
$30.1K - $33.1K
|
15.4K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.14K+ 6.13% |
$29.9K - $33K
|
19.8K
$567K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.14K+ 5.01% |
$29.8K - $32.9K
|
23.9K
$685K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.13K+ 2.6% |
$29.4K - $32.4K
|
44.3K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.1K+ 6.86% |
$28.9K - $31.8K
|
17.2K
$492K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.09K+ 4.09% |
$28.4K - $31.3K
|
27.6K
$792K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 10.98% |
$27.6K - $30.4K
|
10.7K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.05K+ 0.95% |
$27.4K - $30.2K
|
112K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
971+ 1.1% |
$25.4K - $28K
|
89.1K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
953+ 3.73% |
$24.9K - $27.5K
|
26.5K
$759K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
931+ 9.07% |
$24.4K - $26.8K
|
11.2K
$321K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
925+ 5.07% |
$24.2K - $26.7K
|
19.2K
$550K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
891+ 3.42% |
$23.3K - $25.7K
|
26.9K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
857+ 4.72% |
$22.4K - $24.7K
|
19K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
784+ 40.43% |
$20.5K - $22.6K
|
2.72K
$78K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
773+ 2.94% |
$20.2K - $22.3K
|
27K
$775K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
715New |
$18.7K - $20.6K
|
715
$20.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
711New |
$18.6K - $20.5K
|
711
$20.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
684+ 7.86% |
$17.9K - $19.7K
|
9.38K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
661+ 1.88% |
$17.3K - $19.1K
|
35.8K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
601+ 1.26% |
$15.7K - $17.3K
|
48.4K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
513+ 6.06% |
$13.4K - $14.8K
|
8.99K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
424+ 1.43% |
$11.1K - $12.2K
|
30.1K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
422+ 87.73% |
$11K - $12.2K
|
903
$25.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
414+ 130.19% |
$10.8K - $11.9K
|
732
$21K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
410+ 4.76% |
$10.7K - $11.8K
|
9.02K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
393+ 1.29% |
$10.3K - $11.3K
|
31K
$887K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
389New |
$10.2K - $11.2K
|
389
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
347+ 0.57% |
$9.08K - $10K
|
61.2K
$1.75M
|