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

Column Capital 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
2023 Q3	$1.11M	Sell	47,544 -372	-0.8%	-$8.99K	0.16%	61
2023 Q2	$1.15M	Buy	47,916 +3,184	+7%	+$75.5K	0.16%	55
2023 Q1	$1.06M	Buy	44,732 +6,398	+17%	+$151K	0.16%	59
2022 Q4	$861K	Buy	38,334 +18,063	+89%	+$394K	0.14%	58
2022 Q3	$414K	Buy	20,271 +17,589	+656%	+$404K	0.09%	66
2022 Q2	$63K	Buy	+2,682	New	+$65.7K	0.01%	239

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.14B AUM

Column Capital Advisors's DFEM Position: Q3 2023 in Review

Column Capital Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.78% in Q3 2023, selling an estimated $8.99K and leaving 47,544 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #61.

Column Capital Advisors first reported a position in DFEM in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.15M in Q2 2023. 238 funds tracked by Wall St. Rank hold DFEM as of Q3 2023.

Column Capital Advisors held 47,544 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.11M as of Q3 2023.
Column Capital Advisors sold 372 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2023, an estimated $8.99K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.16% of Column Capital Advisors's portfolio in Q3 2023, its #61 holding.
Column Capital Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 6 quarters since.
Column Capital Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $1.15M in Q2 2023.
238 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.