Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Emerging Mk (DFEM)
This table provides information about the institutional ownership of Dimensional ETF Tr Emerging Mk (DFEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
830KNew |
$26M - $27.8M
|
830K
$27.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
522K+ 133.71% |
$16.3M - $17.5M
|
912K
$30.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
499K+ 236.28% |
$15.6M - $16.7M
|
711K
$23.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
474KNew |
$14.8M - $15.8M
|
474K
$15.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
112K+ 440.12% |
$3.52M - $3.76M
|
138K
$4.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
93K+ 74.64% |
$2.91M - $3.11M
|
218K
$7.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
60.9K+ 12.07% |
$1.91M - $2.04M
|
566K
$18.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
53.1KNew |
$1.66M - $1.78M
|
53.1K
$1.76M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
41.9K+ 17.81% |
$1.31M - $1.4M
|
277K
$9.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
40.8K+ 19.87% |
$1.28M - $1.37M
|
246K
$8.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
34K+ 12.33% |
$1.06M - $1.14M
|
310K
$10.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
30.9K+ 12.86% |
$967K - $1.03M
|
271K
$8.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
30.5K+ 60.55% |
$954K - $1.02M
|
80.9K
$2.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26.9K+ 8.35% |
$842K - $900K
|
349K
$11.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
24.3K+ 11.25% |
$761K - $814K
|
240K
$7.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
23.8K+ 7.91% |
$745K - $797K
|
325K
$10.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
21.1K+ 4.03% |
$660K - $706K
|
545K
$18M
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
20.2K+ 18.45% |
$633K - $677K
|
130K
$4.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
16.8K+ 12.24% |
$527K - $564K
|
155K
$5.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
16.4K+ 2.91% |
$512K - $547K
|
579K
$19.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.2K+ 38.02% |
$412K - $441K
|
47.8K
$1.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
11.6K+ 4.7% |
$361K - $387K
|
257K
$8.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
10.6K+ 3.75% |
$331K - $354K
|
293K
$9.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
10.2K+ 2.06% |
$319K - $342K
|
505K
$16.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
10.1K+ 4.94% |
$316K - $338K
|
214K
$7.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10K+ 24.24% |
$313K - $335K
|
51.3K
$1.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.51K+ 14.08% |
$266K - $285K
|
68.9K
$2.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
7.2K+ 4.8% |
$225K - $241K
|
157K
$5.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.09KNew |
$222K - $237K
|
7.09K
$234K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.04K+ 2.18% |
$220K - $236K
|
330K
$10.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.94K+ 16.1% |
$217K - $232K
|
50.1K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.16K+ 2.28% |
$161K - $173K
|
231K
$7.65M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.87K+ 5.24% |
$152K - $163K
|
97.7K
$3.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
4.09K+ 1.23% |
$128K - $137K
|
338K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
3.28K+ 1.84% |
$103K - $110K
|
181K
$6M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.06K+ 16.43% |
$95.8K - $102K
|
21.7K
$718K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.78K+ 2.59% |
$87.1K - $93.1K
|
110K
$3.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 4.16% |
$67.9K - $72.6K
|
54.3K
$1.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.02K+ 3.17% |
$63.1K - $67.5K
|
65.6K
$2.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.98K+ 1.72% |
$62.1K - $66.4K
|
117K
$3.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.88K+ 0.56% |
$58.9K - $63K
|
339K
$11.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.77K+ 1.75% |
$55.4K - $59.3K
|
103K
$3.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.74K+ 2.85% |
$54.3K - $58.1K
|
62.7K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.69K+ 1.25% |
$52.9K - $56.5K
|
137K
$4.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 11.02% |
$52.1K - $55.8K
|
16.8K
$556K
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.5K+ 5.53% |
$46.9K - $50.1K
|
28.6K
$946K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
894+ 7.91% |
$28K - $29.9K
|
12.2K
$403K
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
870+ 10.13% |
$27.2K - $29.1K
|
9.46K
$313K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
750+ 2.68% |
$23.5K - $25.1K
|
28.7K
$950K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
651+ 1.98% |
$20.4K - $21.8K
|
33.5K
$1.11M
|
|