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Coldstream Capital Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-2,428
Closed -$64.2K – 1687
2025
Q1 		$64.2K Buy
+2,428
New +$64.6K ﹤0.01% 1575

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Coldstream Capital Management's DFEM Position: Q2 2025 in Review

Coldstream Capital Management sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2025, closing a stake of 2,428 shares — an estimated $64.2K sold.

Coldstream Capital Management first reported a position in DFEM in Q1 2025 and held it in 1 quarter. The position peaked at $64.2K in Q1 2025. 451 funds tracked by Wall St. Rank hold DFEM as of Q2 2025.

  • Coldstream Capital Management reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,428 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2025, an estimated $64.2K.
  • Coldstream Capital Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $64.2K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.