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

Clearstead 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	$298K	Sell	8,626 -694	-7%	-$24.6K	﹤0.01%	864
2025 Q4	$308K	Buy	9,320 +6	+0.1%	+$196	﹤0.01%	803
2025 Q3	$299K	Sell	9,314 -105	-1%	-$3.24K	﹤0.01%	783
2025 Q2	$280K	Sell	9,419 -9	-0.1%	-$247	﹤0.01%	792
2025 Q1	$249K	Sell	9,428 -4,136	-30%	-$110K	﹤0.01%	758
2024 Q4	$355K	Sell	13,564 -1,695	-11%	-$46.1K	0.01%	669
2024 Q3	$430K	Sell	15,259 -9	-0.1%	-$242	0.01%	609
2024 Q2	$408K	Buy	+15,268	New	+$400K	0.01%	584
2024 Q1	–	Sell	-1,611	Closed	-$40.2K	–	1559
2023 Q4	$40.2K	Buy	+1,611	New	+$38.1K	﹤0.01%	797

Other funds holding DFEM

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

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

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return