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

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

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

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

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

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return