CT
DFEM icon

Colonial Trust’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Colonial Trust’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 		$194K Sell
5,624
-265
-4% -$9.41K 0.03% 303
2025
Q4 		$195K Hold
5,889
– – 0.03% 302
2025
Q3 		$189K Sell
5,889
-219
-4% -$6.76K 0.03% 322
2025
Q2 		$181K Sell
6,108
-429
-7% -$11.8K 0.03% 327
2025
Q1 		$173K Hold
6,537
– – 0.03% 324
2024
Q4 		$171K Sell
6,537
-1,671
-20% -$45.4K 0.03% 340
2024
Q3 		$231K Buy
8,208
+272
+3% +$7.3K 0.04% 278
2024
Q2 		$212K Hold
7,936
– – 0.04% 264
2024
Q1 		$202K Buy
7,936
+1,671
+27% +$41.4K 0.04% 268
2023
Q4 		$156K Hold
6,265
– – 0.03% 307
2023
Q3 		$146K Hold
6,265
– – 0.04% 281
2023
Q2 		$151K Hold
6,265
– – 0.04% 278
2023
Q1 		$148K Hold
6,265
– – 0.04% 274
2022
Q4 		$141K Buy
+6,265
New +$137K 0.04% 258

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