GM
DFEM icon

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

GeoWealth 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
2026
Q1 		$1.21M Buy
35,125
+8,664
+33% +$308K 0.04% 240
2025
Q4 		$875K Buy
26,461
+2,285
+9% +$74.7K 0.03% 307
2025
Q3 		$775K Buy
24,176
+9,536
+65% +$294K 0.03% 359
2025
Q2 		$435K Sell
14,640
-8,952
-38% -$246K 0.02% 435
2025
Q1 		$624K Buy
23,592
+8,842
+60% +$235K 0.03% 376
2024
Q4 		$386K Buy
14,750
+5,453
+59% +$148K 0.01% 541
2024
Q3 		$262K Buy
9,297
+4,785
+106% +$128K 0.01% 637
2024
Q2 		$121K Buy
4,512
+2,766
+158% +$72.5K 0.01% 760
2024
Q1 		$44.5K Buy
+1,746
New +$43.3K ﹤0.01% 811

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 $17.9B 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 $5.05B 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