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

Fortis 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
2023
Q2 		– Sell
-586
Closed -$13.8K – 128
2023
Q1 		$13.8K Buy
586
+1
+0.2% +$24 0.01% 203
2022
Q4 		$13.1K Buy
585
+4
+0.7% +$87 0.01% 199
2022
Q3 		$12K Buy
+581
New +$13.3K 0.01% 199

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
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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM

Fortis Advisors's DFEM Position: Q2 2023 in Review

Fortis Advisors sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2023, closing a stake of 586 shares — an estimated $13.8K sold.

Fortis Advisors first reported a position in DFEM in Q3 2022 and held it in 3 quarters. The position peaked at $13.8K in Q1 2023. 213 funds tracked by Wall St. Rank hold DFEM as of Q2 2023.

  • Fortis Advisors reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 586 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2023, an estimated $13.8K.
  • Fortis Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and held it in 3 quarters.
  • Fortis Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $13.8K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.