EWA
DFEM icon

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

EP Wealth 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
2026
Q1 		$4.72M Sell
136,637
-3,433
-2% -$122K 0.02% 321
2025
Q4 		$4.63M Buy
+140,070
New +$4.58M 0.02% 294
2025
Q2 		$4.88M Sell
164,283
-45,836
-22% -$1.26M 0.03% 267
2025
Q1 		$5.56M Buy
210,119
+20,683
+11% +$550K 0.04% 210
2024
Q4 		$4.96M Buy
189,436
+163,975
+644% +$4.46M 0.04% 219
2024
Q3 		$717K Sell
25,461
-510
-2% -$13.7K 0.01% 583
2024
Q2 		$694K Buy
25,971
+82
+0.3% +$2.15K 0.01% 469
2024
Q1 		$660K Sell
25,889
-3,645
-12% -$90.4K 0.01% 456
2023
Q4 		$737K Buy
29,534
+12,016
+69% +$284K 0.01% 419
2023
Q3 		$408K Buy
17,518
+7,768
+80% +$188K 0.01% 497
2023
Q2 		$575K Hold
9,750
– – 0.01% 438
2023
Q1 		$414K Buy
+9,750
New +$230K 0.01% 431

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