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Curio Wealth’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Curio Wealth’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
Q2 		– Sell
-1
Closed -$36.1K – 369
2025
Q1 		$36.1K Sell
1
-1,379
-100% -$36.7K 0.02% 144
2024
Q4 		$36.1K Buy
+1,380
New +$37.5K 0.02% 141

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 $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Curio Wealth's DFEM Position: Q2 2025 in Review

Curio Wealth sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2025, closing a stake of 1 share — an estimated $36.1K sold.

Curio Wealth first reported a position in DFEM in Q4 2024 and held it in 2 quarters. The position peaked at $36.1K in Q1 2025. 454 funds tracked by Wall St. Rank hold DFEM as of Q2 2025.

  • Curio Wealth reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Curio Wealth sold 1 Dimensional Emerging Markets Core Equity 2 ETF share in Q2 2025, an estimated $36.1K.
  • Curio Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and held it in 2 quarters.
  • Curio Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $36.1K in Q1 2025.
  • 454 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2025.

Based on Curio Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.