Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimen Emrgn (DFSE)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Emrgn (DFSE) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMEN EMRGN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-1.8K- 4.23% |
N/A
|
40.9K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.87K- 18.46% |
N/A
|
8.27K
$0
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.08K- 8.27% |
N/A
|
23K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-2.2K- 9.43% |
N/A
|
21.1K
$0
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-3.22K- 10.51% |
N/A
|
27.4K
$0
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.16K- 6.89% |
N/A
|
56.1K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-4.25K- 23.74% |
N/A
|
13.6K
$0
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.83K- 9.4% |
N/A
|
56.1K
$0
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7.39K- 8.44% |
N/A
|
80.2K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-11.5K- 16.52% |
N/A
|
58.3K
$0
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-13K- 17.63% |
N/A
|
60.9K
$0
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-54.2K- 50.27% |
N/A
|
53.6K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-59.3K- 44.44% |
N/A
|
74.1K
$0
|