APG
DFEM icon

Abacus Planning Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Abacus Planning Group’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.14M Buy
62,018
+10,707
+21% +$380K 0.29% 50
2025
Q4 		$1.7M Buy
51,311
+10,012
+24% +$327K 0.23% 58
2025
Q3 		$1.32M Buy
41,299
+16,489
+66% +$509K 0.18% 68
2025
Q2 		$736K Buy
24,810
+5,490
+28% +$151K 0.11% 96
2025
Q1 		$511K Buy
19,320
+121
+0.6% +$3.22K 0.09% 114
2024
Q4 		$503K Buy
19,199
+4,005
+26% +$109K 0.09% 117
2024
Q3 		$428K Buy
15,194
+14
+0.1% +$376 0.08% 127
2024
Q2 		$406K Buy
15,180
+3,878
+34% +$102K 0.08% 123
2024
Q1 		$288K Buy
11,302
+1,488
+15% +$36.9K 0.06% 157
2023
Q4 		$245K Sell
9,814
-12,769
-57% -$302K 0.05% 167
2023
Q3 		$526K Buy
22,583
+2,076
+10% +$50.2K 0.13% 99
2023
Q2 		$493K Hold
20,507
– – 0.12% 101
2023
Q1 		$484K Buy
20,507
+1,414
+7% +$33.4K 0.12% 102
2022
Q4 		$429K Buy
19,093
+2,633
+16% +$57.4K 0.12% 109
2022
Q3 		$336K Buy
+16,460
New +$378K 0.1% 126

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return