FWM
DFEM icon

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

Focused 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
2023
Q4 		– Sell
-371
Closed -$8.65K – 1043
2023
Q3 		$8.65K Buy
+371
New +$8.97K ﹤0.01% 552

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Focused Wealth Management's DFEM Position: Q4 2023 in Review

Focused Wealth Management sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q4 2023, closing a stake of 371 shares — an estimated $8.65K sold.

Focused Wealth Management first reported a position in DFEM in Q3 2023 and held it in 1 quarter. The position peaked at $8.65K in Q3 2023. 285 funds tracked by Wall St. Rank hold DFEM as of Q4 2023.

  • Focused Wealth Management reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 371 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2023, an estimated $8.65K.
  • Focused Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and held it in 1 quarter.
  • Focused Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $8.65K in Q3 2023.
  • 285 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.