Baird Financial Group
DFEM icon

Baird Financial Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Baird Financial 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
2023
Q4 		– Sell
-11,621
Closed -$271K – 1731
2023
Q3 		$271K Buy
+11,621
New +$281K ﹤0.01% 1536

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

Baird Financial Group's DFEM Position: Q4 2023 in Review

Baird Financial Group sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q4 2023, closing a stake of 11,621 shares — an estimated $271K sold.

Baird Financial Group first reported a position in DFEM in Q3 2023 and held it in 1 quarter. The position peaked at $271K in Q3 2023. 285 funds tracked by Wall St. Rank hold DFEM as of Q4 2023.

  • Baird Financial Group reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
  • Baird Financial Group sold 11,621 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2023, an estimated $271K.
  • Baird Financial Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and held it in 1 quarter.
  • Baird Financial Group's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $271K in Q3 2023.
  • 285 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.