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

Avestar Capital’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
2023
Q4 		– Sell
-238,046
Closed -$5.55M – 412
2023
Q3 		$5.55M Buy
+238,046
New +$5.76M 0.79% 28

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Avestar Capital's DFEM Position: Q4 2023 in Review

Avestar Capital sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q4 2023, closing a stake of 238,046 shares — an estimated $5.55M sold.

Avestar Capital first reported a position in DFEM in Q3 2023 and held it in 1 quarter. The position peaked at $5.55M in Q3 2023. 285 funds tracked by Wall St. Rank hold DFEM as of Q4 2023.

  • Avestar Capital reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
  • Avestar Capital sold 238,046 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2023, an estimated $5.55M.
  • Avestar Capital first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and held it in 1 quarter.
  • Avestar Capital's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $5.55M in Q3 2023.
  • 285 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2023.

Based on Avestar Capital's 13F filing for Q4 2023, filed 12 Feb 2024.