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

Criterion 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
2024 Q4	$1.41M	Hold	52,880	–	–	0.89%	32
2024 Q3	$1.41M	Hold	52,880	–	–	0.89%	32
2024 Q2	$1.41M	Buy	52,880 +25,007	+90%	+$656K	0.89%	32
2024 Q1	$710K	Buy	27,873 +5,745	+26%	+$142K	0.47%	46
2023 Q4	$552K	Buy	+22,128	New	+$523K	0.4%	51

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Criterion Capital Advisors's DFEM Position: Q4 2024 in Review

Criterion Capital Advisors held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q4 2024 at 52,880 shares worth $1.41M. The position accounts for 0.89% of the portfolio, ranked #32.

Criterion Capital Advisors first reported a position in DFEM in Q4 2023 and has held it in 5 quarters since. 407 funds tracked by Wall St. Rank hold DFEM as of Q4 2024.

Criterion Capital Advisors held 52,880 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.41M as of Q4 2024.
Criterion Capital Advisors left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q4 2024.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.89% of Criterion Capital Advisors's portfolio in Q4 2024, its #32 holding.
Criterion Capital Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 5 quarters since.
407 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.