Aveo Capital Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Aveo Capital Partners’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
2025 Q2	–	Sell	-67,172	Closed	-$1.82M	–	44
2025 Q1	$1.82M	Sell	67,172 -1,944	-3%	-$51.7K	0.3%	57
2024 Q4	$1.81M	Sell	69,116 -807	-1%	-$21.9K	0.2%	95
2024 Q3	$1.97M	Hold	69,923	–	–	0.21%	89
2024 Q2	$1.87M	Hold	69,923	–	–	0.21%	94
2024 Q1	$1.85M	Sell	69,923 -1,026	-1%	-$25.4K	0.2%	99
2023 Q4	$1.77M	Buy	70,949 +73	+0.1%	+$1.73K	0.21%	95
2023 Q3	$1.65M	Sell	70,876 -9,870	-12%	-$239K	0.22%	94
2023 Q2	$1.94M	Sell	80,746 -14,234	-15%	-$338K	0.25%	90
2023 Q1	$2.24M	Sell	94,980 -74	-0.1%	-$1.75K	0.3%	80
2022 Q4	$2.13M	Buy	95,054 +65,890	+226%	+$1.44M	0.32%	72
2022 Q3	$596K	Buy	+29,164	New	+$669K	0.1%	143

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Aveo Capital Partners's DFEM Position: Q2 2025 in Review

Aveo Capital Partners sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2025, closing a stake of 67,172 shares — an estimated $1.82M sold.

Aveo Capital Partners first reported a position in DFEM in Q3 2022 and held it in 11 quarters. The position peaked at $2.24M in Q1 2023. 452 funds tracked by Wall St. Rank hold DFEM as of Q2 2025.

Aveo Capital Partners reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 67,172 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2025, an estimated $1.82M.
Aveo Capital Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and held it in 11 quarters.
Aveo Capital Partners's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $2.24M in Q1 2023.
452 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.