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Guardian Capital Advisors (Canada)’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Guardian Capital Advisors (Canada)’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
Q3 		$11.3M Buy
399,815
+135,378
+51% +$3.63M 1.11% 31
2024
Q2 		$7.06M Hold
264,437
– – 0.75% 47
2024
Q1 		$6.7M Buy
264,437
+243,755
+1,179% +$6.04M 0.72% 48
2023
Q4 		$490K Buy
20,682
+382
+2% +$9.04K 0.05% 130
2023
Q3 		$481K Buy
+20,300
New +$491K 0.05% 127

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s DFEM Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 51% in Q3 2024, buying an estimated $3.63M and bringing the position to 399,815 shares worth $11.3M. The position accounts for 1.11% of the portfolio, ranked #31.

Guardian Capital Advisors (Canada) first reported a position in DFEM in Q3 2023 and has held it in 5 quarters since. 335 funds tracked by Wall St. Rank hold DFEM as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 399,815 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $11.3M as of Q3 2024.
  • Guardian Capital Advisors (Canada) bought 135,378 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2024, an estimated $3.63M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.11% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #31 holding.
  • Guardian Capital Advisors (Canada) first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and has held it in 5 quarters since.
  • 335 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.