Envestnet Asset Management
DFEM icon

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

Envestnet 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 		$51.6M Buy
1,494,924
+393,407
+36% +$14M 0.01% 787
2025
Q4 		$36.4M Sell
1,101,517
-257,788
-19% -$8.42M 0.01% 890
2025
Q3 		$43.6M Buy
1,359,305
+127,589
+10% +$3.94M 0.01% 823
2025
Q2 		$36.6M Buy
1,231,716
+43,228
+4% +$1.19M 0.01% 899
2025
Q1 		$31.4M Buy
1,188,488
+4,227
+0.4% +$112K 0.01% 922
2024
Q4 		$31M Buy
1,184,261
+151,547
+15% +$4.12M 0.01% 935
2024
Q3 		$29.1M Buy
1,032,714
+426,881
+70% +$11.5M 0.01% 974
2024
Q2 		$16.2M Buy
605,833
+70,147
+13% +$1.84M 0.01% 1252
2024
Q1 		$13.7M Buy
535,686
+192,812
+56% +$4.78M 0.01% 1329
2023
Q4 		$8.56M Buy
342,874
+43,023
+14% +$1.02M ﹤0.01% 1542
2023
Q3 		$6.99M Buy
299,851
+86,343
+40% +$2.09M ﹤0.01% 1601
2023
Q2 		$5.13M Buy
213,508
+79,758
+60% +$1.89M ﹤0.01% 1689
2023
Q1 		$3.16M Buy
133,750
+39,944
+43% +$943K ﹤0.01% 1909
2022
Q4 		$2.11M Buy
+93,806
New +$2.05M ﹤0.01% 2126

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