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 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
29+ 0.25% |
$759 - $836
|
11.7K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
22New |
$576 - $634
|
22
$598
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
20New |
$523 - $576
|
20
$544
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 0.03% |
$314 - $346
|
38.3K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
11+ 4.62% |
$288 - $317
|
249
$6.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
9+ 0.02% |
$235 - $259
|
46.1K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8+ 23.53% |
$209 - $231
|
42
$1.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.11% |
$26.2 - $28.8
|
912
$24.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0New |
$0 - $0
|
1.02B
$27.7B
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$26.2 - $28.8
|
97.7K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-38- 0.31% |
$994 - $1.1K
|
12.4K
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-90- 0.23% |
$2.35K - $2.59K
|
39K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-105- 0.36% |
$2.75K - $3.03K
|
29K
$788K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-158- 0.19% |
$4.13K - $4.55K
|
81.5K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-163- 0.72% |
$4.26K - $4.7K
|
22.5K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-183- 0.37% |
$4.79K - $5.27K
|
49.2K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-199- 4.23% |
$5.21K - $5.74K
|
4.5K
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-239- 2.51% |
$6.25K - $6.89K
|
9.27K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-332- 3.01% |
$8.69K - $9.57K
|
10.7K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-469- 4.97% |
$12.3K - $13.5K
|
8.97K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-623- 73.64% |
$16.3K - $18K
|
223
$6.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-638- 4.23% |
$16.7K - $18.4K
|
14.5K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-714- 4.66% |
$18.7K - $20.6K
|
14.6K
$398K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-791- 9.45% |
$20.7K - $22.8K
|
7.58K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-807- 1.15% |
$21.1K - $23.3K
|
69.1K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-900- 7.01% |
$23.5K - $25.9K
|
11.9K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1K- 12.25% |
$26.2K - $28.8K
|
7.17K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.47K- 2.11% |
$38.4K - $42.3K
|
67.9K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.67K- 20.36% |
$43.7K - $48.2K
|
6.54K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.7K- 11.11% |
$44.3K - $48.8K
|
13.6K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.9K- 2.03% |
$49.6K - $54.6K
|
91.3K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.1K- 4.91% |
$55K - $60.6K
|
40.7K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 10.4% |
$67.2K - $74K
|
22.1K
$602K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.61K- 13.11% |
$68.3K - $75.3K
|
17.3K
$471K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-2.77K- 1.29% |
$72.5K - $79.8K
|
211K
$5.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2.91K- 0.8% |
$76.2K - $83.9K
|
359K
$9.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.96K- 7.2% |
$77.4K - $85.3K
|
38.2K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.97K- 3.05% |
$77.7K - $85.6K
|
94.5K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.46K- 0.77% |
$90.6K - $99.8K
|
444K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-3.52K- 24.85% |
$92.1K - $101K
|
10.6K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.76K- 1.12% |
$98.3K - $108K
|
332K
$9.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.8K- 64.81% |
$99.4K - $109K
|
2.06K
$56.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.8K- 32.93% |
$99.5K - $110K
|
7.75K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.82K- 6.52% |
$100K - $110K
|
54.8K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-10.4K- 14.84% |
$273K - $300K
|
59.8K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-11.3K- 14.89% |
$295K - $325K
|
64.5K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3K- 44.21% |
$321K - $353K
|
15.5K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-14.4K- 12.43% |
$377K - $415K
|
101K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15.7K- 8.13% |
$412K - $454K
|
178K
$4.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-23.1K- 54.09% |
$605K - $667K
|
19.6K
$534K
|