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Edge Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Edge Financial 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
2025
Q1 		– Sell
-75,546
Closed -$1.98M – 105
2024
Q4 		$1.98M Buy
75,546
+2,117
+3% +$57.5K 1.77% 17
2024
Q3 		$2.07M Buy
73,429
+16,077
+28% +$432K 1.83% 17
2024
Q2 		$1.53M Buy
57,352
+24,098
+72% +$632K 1.59% 20
2024
Q1 		$850K Buy
+33,254
New +$824K 0.75% 43

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $4.48B AUM 13.76% 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 $1.61B AUM 31.08% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Edge Financial Advisors's DFEM Position: Q1 2025 in Review

Edge Financial Advisors sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2025, closing a stake of 75,546 shares — an estimated $1.98M sold.

Edge Financial Advisors first reported a position in DFEM in Q1 2024 and held it in 4 quarters. The position peaked at $2.07M in Q3 2024. 428 funds tracked by Wall St. Rank hold DFEM as of Q1 2025.

  • Edge Financial Advisors reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 75,546 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2025, an estimated $1.98M.
  • Edge Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2024 and held it in 4 quarters.
  • Edge Financial Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $2.07M in Q3 2024.
  • 428 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2025.

Based on Edge Financial Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.