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

CarsonAllaria 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
2022
Q3 		– Sell
-6,939
Closed -$163K – 336
2022
Q2 		$163K Buy
+6,939
New +$170K 0.15% 74

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CCM
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HIGP
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AC
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FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
RRC
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CarsonAllaria Wealth Management's DFEM Position: Q3 2022 in Review

CarsonAllaria Wealth Management sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q3 2022, closing a stake of 6,939 shares — an estimated $163K sold.

CarsonAllaria Wealth Management first reported a position in DFEM in Q2 2022 and held it in 1 quarter. The position peaked at $163K in Q2 2022. 91 funds tracked by Wall St. Rank hold DFEM as of Q3 2022.

  • CarsonAllaria Wealth Management reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 6,939 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2022, an estimated $163K.
  • CarsonAllaria Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $163K in Q2 2022.
  • 91 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.