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 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-3.52K- 24.85% |
$92.1K - $101K
|
10.6K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.76K- 1.12% |
$98.3K - $108K
|
332K
$9.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.8K- 64.81% |
$99.4K - $109K
|
2.06K
$59.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.8K- 32.93% |
$99.5K - $110K
|
7.75K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.82K- 6.52% |
$100K - $110K
|
54.8K
$1.57M
|
|
|
Jun 16, 2025
Q4 2024
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-5.79K- 4.48% |
$151K - $167K
|
124K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-10.4K- 14.84% |
$273K - $300K
|
59.8K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-11.3K- 14.89% |
$295K - $325K
|
64.5K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3K- 44.21% |
$321K - $353K
|
15.5K
$444K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-14.4K- 12.43% |
$377K - $415K
|
101K
$2.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15.7K- 8.13% |
$412K - $454K
|
178K
$5.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-23.1K- 54.09% |
$605K - $667K
|
19.6K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-24.9K- 15.63% |
$651K - $717K
|
134K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-28.1K- 6.17% |
$736K - $811K
|
428K
$12.3M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-28.6K- 29.25% |
$747K - $823K
|
69.1K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-28.6K- 22.99% |
$748K - $824K
|
95.8K
$2.75M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39K- 25.75% |
$1.02M - $1.12M
|
112K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-47.7K- 56.54% |
$1.25M - $1.37M
|
36.6K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-49.7K- 7.64% |
$1.3M - $1.43M
|
600K
$17.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-64.5K- 33.26% |
$1.69M - $1.86M
|
130K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-76.5K- 85.32% |
$2M - $2.2M
|
13.2K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-91.3K- 51.89% |
$2.39M - $2.63M
|
84.7K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-99.7K- 9.21% |
$2.61M - $2.87M
|
983K
$28.2M
|
|
|
May 14, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-99.7K- 9.21% |
$2.61M - $2.87M
|
983K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-111K- 14.01% |
$2.91M - $3.21M
|
684K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-122K- 26.84% |
$3.19M - $3.52M
|
333K
$9.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-133K- 11.31% |
$3.49M - $3.84M
|
1.05M
$30M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-178K- 9.64% |
$4.66M - $5.13M
|
1.67M
$47.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-206K- 18.21% |
$5.39M - $5.94M
|
925K
$26.5M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-216K- 92.77% |
$5.66M - $6.23M
|
16.8K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-448K- 75.22% |
$11.7M - $12.9M
|
148K
$4.23M
|