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Glassman Wealth Services’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Glassman Wealth Services’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
2024
Q2 		– Sell
-844
Closed -$21.5K – 199
2024
Q1 		$21.5K Hold
844
– – ﹤0.01% 137
2023
Q4 		$21.1K Hold
844
– – ﹤0.01% 679
2023
Q3 		$19.7K Buy
+844
New +$20.4K ﹤0.01% 659

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
TI
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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Glassman Wealth Services's DFEM Position: Q2 2024 in Review

Glassman Wealth Services sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2024, closing a stake of 844 shares — an estimated $21.5K sold.

Glassman Wealth Services first reported a position in DFEM in Q3 2023 and held it in 3 quarters. The position peaked at $21.5K in Q1 2024. 315 funds tracked by Wall St. Rank hold DFEM as of Q2 2024.

  • Glassman Wealth Services reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 844 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2024, an estimated $21.5K.
  • Glassman Wealth Services first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and held it in 3 quarters.
  • Glassman Wealth Services's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $21.5K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2024.

Based on Glassman Wealth Services's 13F filing for Q2 2024, filed 6 Aug 2024.