BDF
DFEM icon

Balasa Dinverno & Foltz’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q3 		$43.9M Buy
2,147,517
+642,671
+43% +$14.7M 2.77% 14
2022
Q2 		$35.4M Buy
+1,504,846
New +$36.9M 2.23% 14

Other funds holding DFEM

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Balasa Dinverno & Foltz's DFEM Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 43% in Q3 2022, buying an estimated $14.7M and bringing the position to 2,147,517 shares worth $43.9M. The position accounts for 2.77% of the portfolio, ranked #14.

Balasa Dinverno & Foltz first reported a position in DFEM in Q2 2022 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold DFEM as of Q3 2022.

  • Balasa Dinverno & Foltz held 2,147,517 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $43.9M as of Q3 2022.
  • Balasa Dinverno & Foltz bought 642,671 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2022, an estimated $14.7M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.77% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #14 holding.
  • Balasa Dinverno & Foltz first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.