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Concourse Financial Group Securities’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-903
Closed -$23.7K – 489
2024
Q4 		$23.7K Buy
903
+422
+88% +$11.5K ﹤0.01% 1501
2024
Q3 		$13.5K Sell
481
-886
-65% -$23.8K ﹤0.01% 1611
2024
Q2 		$36.5K Hold
1,367
– – ﹤0.01% 1314
2024
Q1 		$34.8K Hold
1,367
– – ﹤0.01% 1337
2023
Q4 		$34.1K Hold
1,367
– – ﹤0.01% 1290
2023
Q3 		$31.9K Buy
+1,367
New +$33.1K ﹤0.01% 1272

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Concourse Financial Group Securities's DFEM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2025, closing a stake of 903 shares — an estimated $23.7K sold.

Concourse Financial Group Securities first reported a position in DFEM in Q3 2023 and held it in 6 quarters. The position peaked at $36.5K in Q2 2024. 428 funds tracked by Wall St. Rank hold DFEM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 903 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2025, an estimated $23.7K.
  • Concourse Financial Group Securities first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and held it in 6 quarters.
  • Concourse Financial Group Securities's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $36.5K in Q2 2024.
  • 428 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.