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

Balance Wealth’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
-8,573
Closed -$227K – 105
2025
Q1 		$227K Buy
+8,573
New +$228K 0.15% 103

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
Focus Partners Wealth
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
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
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Balance Wealth's DFEM Position: Q2 2025 in Review

Balance Wealth sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2025, closing a stake of 8,573 shares — an estimated $227K sold.

Balance Wealth first reported a position in DFEM in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 451 funds tracked by Wall St. Rank hold DFEM as of Q2 2025.

  • Balance Wealth reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Balance Wealth sold 8,573 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2025, an estimated $227K.
  • Balance Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and held it in 1 quarter.
  • Balance Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $227K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2025.

Based on Balance Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.