CAM
DFEM icon

Cresset Asset Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Cresset Asset 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
2026
Q1 		$526K Buy
15,210
+5,596
+58% +$199K ﹤0.01% 1046
2025
Q4 		$318K Buy
9,614
+161
+2% +$5.26K ﹤0.01% 1266
2025
Q3 		$303K Sell
9,453
-7,536
-44% -$233K ﹤0.01% 1235
2025
Q2 		$504K Sell
16,989
-6,464
-28% -$178K ﹤0.01% 932
2025
Q1 		$621K Buy
23,453
+1,332
+6% +$35.4K ﹤0.01% 975
2024
Q4 		$579K Sell
22,121
-2,568
-10% -$69.8K ﹤0.01% 1017
2024
Q3 		$695K Buy
24,689
+66
+0.3% +$1.77K ﹤0.01% 1350
2024
Q2 		$658K Buy
24,623
+104
+0.4% +$2.73K ﹤0.01% 1305
2024
Q1 		$625K Buy
24,519
+1,698
+7% +$42.1K ﹤0.01% 1220
2023
Q4 		$570K Buy
22,821
+3,498
+18% +$82.7K ﹤0.01% 1167
2023
Q3 		$450K Buy
19,323
+178
+0.9% +$4.3K ﹤0.01% 1244
2023
Q2 		$460K Buy
+19,145
New +$454K ﹤0.01% 1322

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