Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Dimen Emrgn (DFSE)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Emrgn (DFSE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
19.4K+ 103.82% |
N/A
|
38.1K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
16.4K+ 3.93% |
N/A
|
434K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 4.99% |
N/A
|
52.8K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.65K+ 5.12% |
N/A
|
33.8K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
980+ 10.28% |
N/A
|
10.5K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
898+ 2.56% |
N/A
|
36K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
813+ 5.66% |
N/A
|
15.2K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
768+ 14.02% |
N/A
|
6.25K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
590+ 8.28% |
N/A
|
7.72K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
365+ 3.74% |
N/A
|
10.1K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
130+ 8.58% |
N/A
|
1.65K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
121+ 9.89% |
N/A
|
1.35K
$0
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
72+ 0.7% |
N/A
|
10.4K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
62+ 0.39% |
N/A
|
16K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
43+ 0.68% |
N/A
|
6.39K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.65% |
N/A
|
465
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-239- 0.31% |
N/A
|
76K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-350- 1.09% |
N/A
|
31.7K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-412- 8.58% |
N/A
|
4.39K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-503- 4.37% |
N/A
|
11K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
SELL
|
- |
-1.93K- 13.36% |
N/A
|
12.5K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.25K- 2.58% |
N/A
|
84.6K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5.5K- 0.98% |
N/A
|
557K
$0
|
|