BC
DFEM icon

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

Burney Company’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 		$818K Buy
23,666
+1,835
+8% +$65.2K 0.03% 365
2025
Q4 		$722K Buy
21,831
+2,742
+14% +$89.6K 0.02% 380
2025
Q3 		$612K Buy
19,089
+6
+0% +$185 0.02% 386
2025
Q2 		$566K Buy
19,083
+1
+0% +$27 0.02% 390
2025
Q1 		$505K Buy
19,082
+7,883
+70% +$210K 0.02% 419
2024
Q4 		$293K Buy
11,199
+931
+9% +$25.3K 0.01% 506
2024
Q3 		$289K Buy
10,268
+261
+3% +$7.01K 0.01% 524
2024
Q2 		$267K Buy
10,007
+988
+11% +$25.9K 0.01% 531
2024
Q1 		$230K Buy
9,019
+149
+2% +$3.69K 0.01% 557
2023
Q4 		$221K Buy
+8,870
New +$210K 0.01% 546

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
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