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DFEM icon

Beacon Pointe Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Beacon Pointe Advisors’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
2026
Q1 		$60.3M Buy
1,745,554
+41,958
+2% +$1.49M 0.32% 72
2025
Q4 		$56.4M Buy
1,703,596
+872,151
+105% +$28.5M 0.4% 58
2025
Q3 		$26.7M Buy
831,445
+724,470
+677% +$22.4M 0.23% 97
2025
Q2 		$3.18M Sell
106,975
-1,502
-1% -$41.3K 0.03% 394
2025
Q1 		$2.87M Buy
108,477
+40,543
+60% +$1.08M 0.03% 393
2024
Q4 		$1.78M Sell
67,934
-1,467
-2% -$39.9K 0.02% 489
2024
Q3 		$1.95M Buy
69,401
+979
+1% +$26.3K 0.02% 481
2024
Q2 		$1.83M Sell
68,422
-47,182
-41% -$1.24M 0.02% 495
2024
Q1 		$2.95M Sell
115,604
-7,355
-6% -$182K 0.03% 408
2023
Q4 		$3.07M Buy
122,959
+99,725
+429% +$2.36M 0.04% 392
2023
Q3 		$542K Buy
23,234
+556
+2% +$13.4K 0.01% 841
2023
Q2 		$545K Sell
22,678
-1,581
-7% -$37.5K 0.01% 688
2023
Q1 		$572K Sell
24,259
-1,766
-7% -$41.7K 0.01% 717
2022
Q4 		$585K Buy
+26,025
New +$567K 0.01% 638

Other funds holding DFEM

FFM
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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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return