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

Evermay Wealth 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
2025 Q3	–	Sell	-177	Closed	-$5.25K	–	565
2025 Q2	$5.25K	Hold	177	–	–	﹤0.01%	475
2025 Q1	$4.68K	Hold	177	–	–	﹤0.01%	490
2024 Q4	$4.64K	Hold	177	–	–	﹤0.01%	490
2024 Q3	$4.98K	Hold	177	–	–	﹤0.01%	506
2024 Q2	$4.73K	Hold	177	–	–	﹤0.01%	498
2024 Q1	$4.51K	Buy	+177	New	+$4.39K	﹤0.01%	505
2023 Q4	–	Sell	-177	Closed	-$4.13K	–	678
2023 Q3	$4.13K	Buy	+177	New	+$4.28K	﹤0.01%	474

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Evermay Wealth Management's DFEM Position: Q3 2025 in Review

Evermay Wealth Management sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q3 2025, closing a stake of 177 shares — an estimated $5.25K sold.

Evermay Wealth Management first reported a position in DFEM in Q3 2023 and held it in 7 quarters. The position peaked at $5.25K in Q2 2025. 473 funds tracked by Wall St. Rank hold DFEM as of Q3 2025.

Evermay Wealth Management reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
Evermay Wealth Management sold 177 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2025, an estimated $5.25K.
Evermay Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and held it in 7 quarters.
Evermay Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $5.25K in Q2 2025.
473 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2025.

Based on Evermay Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.