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

Aspire 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
2024
Q3 		$71.8K Buy
2,552
+141
+6% +$3.79K 0.04% 132
2024
Q2 		$64.4K Hold
2,411
– – 0.04% 127
2024
Q1 		$61.5K Buy
2,411
+48
+2% +$1.19K 0.04% 132
2023
Q4 		$59K Hold
2,363
– – 0.04% 122
2023
Q3 		$55.1K Buy
2,363
+48
+2% +$1.16K 0.04% 119
2023
Q2 		$55.7K Buy
2,315
+54
+2% +$1.28K 0.04% 122
2023
Q1 		$53.3K Buy
2,261
+1,894
+516% +$44.7K 0.04% 122
2022
Q4 		$8.24K Buy
+367
New +$8K 0.01% 157

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 $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Aspire Wealth Management's DFEM Position: Q3 2024 in Review

Aspire Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.8% in Q3 2024, buying an estimated $3.79K and bringing the position to 2,552 shares worth $71.8K. The position accounts for 0.04% of the portfolio, ranked #132.

Aspire Wealth Management first reported a position in DFEM in Q4 2022 and has held it in 8 quarters since. 335 funds tracked by Wall St. Rank hold DFEM as of Q3 2024.

  • Aspire Wealth Management held 2,552 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $71.8K as of Q3 2024.
  • Aspire Wealth Management bought 141 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2024, an estimated $3.79K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.04% of Aspire Wealth Management's portfolio in Q3 2024, its #132 holding.
  • Aspire Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 8 quarters since.
  • 335 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.