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
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
117KNew |
$3.07M - $3.38M
|
117K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 19.71% |
$3.07M - $3.38M
|
713K
$19.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
112K+ 114.87% |
$2.92M - $3.21M
|
209K
$5.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
110K+ 20.36% |
$2.89M - $3.18M
|
652K
$17.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
106KNew |
$2.78M - $3.07M
|
106K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
105KNew |
$2.76M - $3.04M
|
105K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
105K+ 6.8% |
$2.74M - $3.01M
|
1.64M
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
97.8K+ 377.62% |
$2.56M - $2.82M
|
124K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
97K+ 8.97% |
$2.54M - $2.79M
|
1.18M
$32M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
95.1K+ 17.2% |
$2.49M - $2.74M
|
648K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
93.6K+ 4.02% |
$2.45M - $2.7M
|
2.42M
$65.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
91.9KNew |
$2.4M - $2.65M
|
91.9K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
86.8K+ 11.98% |
$2.27M - $2.5M
|
811K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
81.4K+ 40.11% |
$2.13M - $2.35M
|
284K
$7.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
78.7KNew |
$2.06M - $2.27M
|
78.7K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
77K+ 3.23% |
$2.01M - $2.22M
|
2.46M
$66.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
75.6K+ 62.84% |
$1.98M - $2.18M
|
196K
$5.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
65.1K+ 3.75% |
$1.7M - $1.88M
|
1.8M
$49M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
65K+ 8.56% |
$1.7M - $1.87M
|
824K
$22.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
64.4K+ 4.71% |
$1.69M - $1.86M
|
1.43M
$38.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
63.8K+ 22.74% |
$1.67M - $1.84M
|
344K
$9.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
61.3K+ 45.06% |
$1.6M - $1.77M
|
197K
$5.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
60.8K+ 17.44% |
$1.59M - $1.75M
|
409K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.3K+ 12.7% |
$1.58M - $1.74M
|
535K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
58.9K+ 3.73% |
$1.54M - $1.7M
|
1.64M
$44.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
57.1K+ 2.5% |
$1.49M - $1.65M
|
2.34M
$63.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
56.9K+ 24.88% |
$1.49M - $1.64M
|
286K
$7.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
55.4K+ 11.49% |
$1.45M - $1.6M
|
537K
$14.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
55.1K+ 26.36% |
$1.44M - $1.59M
|
264K
$7.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
54.2K+ 6.69% |
$1.42M - $1.56M
|
864K
$23.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
52.1K+ 73.71% |
$1.36M - $1.5M
|
123K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
49.2KNew |
$1.29M - $1.42M
|
49.2K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
48.3K+ 28.96% |
$1.26M - $1.39M
|
215K
$5.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
47.9K+ 14.14% |
$1.25M - $1.38M
|
387K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
47.6KNew |
$1.24M - $1.37M
|
47.6K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
47.5K+ 5.3% |
$1.24M - $1.37M
|
943K
$25.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
46.9K+ 24.05% |
$1.23M - $1.35M
|
242K
$6.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
45.7K+ 25.14% |
$1.19M - $1.32M
|
227K
$6.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
45.3K+ 19.16% |
$1.18M - $1.3M
|
281K
$7.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
44.4K+ 10.22% |
$1.16M - $1.28M
|
479K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
44KNew |
$1.15M - $1.27M
|
44K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
43.9K+ 4.53% |
$1.15M - $1.27M
|
1.01M
$27.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
42.8K+ 37.51% |
$1.12M - $1.23M
|
157K
$4.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
41.1K+ 4.26% |
$1.08M - $1.19M
|
1.01M
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.1K+ 24.62% |
$1.08M - $1.18M
|
208K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
41K+ 3.6% |
$1.07M - $1.18M
|
1.18M
$32.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
40.3K+ 4.08% |
$1.05M - $1.16M
|
1.03M
$28M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
40.3K+ 10.53% |
$1.05M - $1.16M
|
422K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
39.7K+ 4.23% |
$1.04M - $1.14M
|
979K
$26.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
39.2KNew |
$1.03M - $1.13M
|
39.2K
$1.07M
|