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

Baystate Wealth Management’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 		$8.55K Buy
+342
New +$8.09K ﹤0.01% 761

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

Baystate Wealth Management's DFEM Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q4 2023: 342 shares worth $8.55K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings.

285 funds tracked by Wall St. Rank hold DFEM as of Q4 2023.

  • Baystate Wealth Management held 342 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $8.55K as of Q4 2023.
  • Dimensional Emerging Markets Core Equity 2 ETF was a new Baystate Wealth Management position in Q4 2023.
  • Dimensional Emerging Markets Core Equity 2 ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #761 holding.
  • 285 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.