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Align Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Align Wealth Management’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
2022
Q4 		$3.05M Buy
+149,425
New +$3.26M 2.58% 7

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Align Wealth Management's DFEM Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q4 2022: 149,425 shares worth $3.05M. The stake represents 2.58% of the portfolio and ranks #7 among its holdings.

163 funds tracked by Wall St. Rank hold DFEM as of Q4 2022.

  • Align Wealth Management held 149,425 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.05M as of Q4 2022.
  • Dimensional Emerging Markets Core Equity 2 ETF was a new Align Wealth Management position in Q4 2022.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.58% of Align Wealth Management's portfolio in Q4 2022, its #7 holding.
  • 163 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.