Envestnet Portfolio Solutions
DFEM icon

Envestnet Portfolio Solutions’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-11,658
Closed -$346K – 1470
2025
Q2 		$346K Buy
11,658
+122
+1% +$3.35K ﹤0.01% 1277
2025
Q1 		$305K Sell
11,536
-11,009
-49% -$293K ﹤0.01% 1285
2024
Q4 		$590K Sell
22,545
-163
-0.7% -$4.43K ﹤0.01% 1157
2024
Q3 		$639K Buy
+22,708
New +$610K ﹤0.01% 1072

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Envestnet Portfolio Solutions's DFEM Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q3 2025, closing a stake of 11,658 shares — an estimated $346K sold.

Envestnet Portfolio Solutions first reported a position in DFEM in Q3 2024 and held it in 4 quarters. The position peaked at $639K in Q3 2024. 474 funds tracked by Wall St. Rank hold DFEM as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 11,658 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2025, an estimated $346K.
  • Envestnet Portfolio Solutions first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2024 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $639K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.