CFGA
DFEM icon

Cambridge Financial Group (Arizona)’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Cambridge Financial Group (Arizona)’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 		$18.7M Sell
541,634
-3,676
-0.7% -$131K 6.33% 4
2025
Q4 		$14.9M Buy
545,310
+21,102
+4% +$690K 5.19% 4
2025
Q3 		$16.8M Buy
524,208
+13,552
+3% +$418K 5.41% 4
2025
Q2 		$15.2M Buy
510,656
+7,457
+1% +$205K 5.69% 5
2025
Q1 		$13.3M Buy
503,199
+13,920
+3% +$370K 5.65% 4
2024
Q4 		$12.8M Buy
489,279
+15,827
+3% +$430K 5.48% 4
2024
Q3 		$13.3M Buy
473,452
+31,572
+7% +$848K 5.55% 4
2024
Q2 		$11.8M Buy
441,880
+12,613
+3% +$331K 5.4% 5
2024
Q1 		$10.9M Buy
429,267
+33,629
+8% +$834K 5.2% 5
2023
Q4 		$9.88M Buy
+395,638
New +$9.36M 5.15% 5

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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