Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
85.3K+ 37.01% |
$2M - $2.53M
|
316K
$9.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
67.9K+ 84.48% |
$1.59M - $2.02M
|
148K
$4.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
59.3K+ 5.79% |
$1.39M - $1.76M
|
1.08M
$32.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
37.2K+ 11.06% |
$870K - $1.1M
|
374K
$11.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
35.7K+ 62.77% |
$835K - $1.06M
|
92.6K
$2.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
33.7KNew |
$789K - $1M
|
33.7K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
26.8K+ 2.96% |
$627K - $795K
|
933K
$28M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
23.3K+ 13.16% |
$545K - $692K
|
200K
$6.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 13.72% |
$496K - $629K
|
176K
$5.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
21K+ 7.31% |
$492K - $624K
|
309K
$9.27M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19K+ 23.91% |
$445K - $564K
|
98.5K
$2.96M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$387K - $491K
|
16.5K
$497K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
9.75K+ 4.55% |
$228K - $289K
|
224K
$6.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
9.32K+ 6.57% |
$218K - $277K
|
151K
$4.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
8.69K+ 45.41% |
$203K - $258K
|
27.8K
$836K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.51KNew |
$176K - $223K
|
7.51K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.23K+ 2.72% |
$146K - $185K
|
236K
$7.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.52K+ 6.24% |
$106K - $134K
|
76.9K
$2.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.29KNew |
$100K - $127K
|
4.29K
$129K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2.16K+ 25.4% |
$50.4K - $64K
|
10.6K
$320K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.85K+ 10.7% |
$43.4K - $55K
|
19.2K
$577K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.24K+ 0.09% |
$29K - $36.7K
|
1.36M
$40.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.2K+ 0.38% |
$28.2K - $35.7K
|
322K
$9.67M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
637+ 2.69% |
$14.9K - $18.9K
|
24.3K
$732K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
572+ 0.91% |
$13.4K - $17K
|
63.7K
$1.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.07% |
$70.2 - $89
|
4.08K
$123K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-334- 2.6% |
$7.82K - $9.91K
|
12.5K
$376K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-575- 3.68% |
$13.5K - $17.1K
|
15K
$452K
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-639- 0.76% |
$15K - $19K
|
83.3K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-7.24K- 1.56% |
$170K - $215K
|
456K
$13.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.98K- 2.04% |
$234K - $296K
|
480K
$14.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.2K- 14.62% |
$238K - $302K
|
59.4K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-28.8K- 59.75% |
$673K - $854K
|
19.4K
$582K
|