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DFEM icon

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

Bridgeworth’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 		$21.5M Buy
859,867
+9,825
+1% +$232K 2.12% 13
2023
Q3 		$19.8M Buy
850,042
+126,056
+17% +$3.05M 2.19% 13
2023
Q2 		$17.4M Buy
723,986
+242,885
+50% +$5.76M 1.92% 13
2023
Q1 		$11.3M Buy
+481,101
New +$11.4M 1.43% 15

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 $1.94B AUM 22.01% 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

Bridgeworth's DFEM Position: Q4 2023 in Review

Bridgeworth increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.2% in Q4 2023, buying an estimated $232K and bringing the position to 859,867 shares worth $21.5M. The position accounts for 2.12% of the portfolio, ranked #13.

Bridgeworth first reported a position in DFEM in Q1 2023 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold DFEM as of Q4 2023.

  • Bridgeworth held 859,867 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $21.5M as of Q4 2023.
  • Bridgeworth bought 9,825 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2023, an estimated $232K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.12% of Bridgeworth's portfolio in Q4 2023, its #13 holding.
  • Bridgeworth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 4 quarters since.
  • 285 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.