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Harel Insurance Investments & Financial Services’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Harel Insurance Investments & Financial 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
Q1 		– Sell
-4,400
Closed -$110K – 563
2023
Q4 		$110K Hold
4,400
– – ﹤0.01% 339
2023
Q3 		$103K Buy
4,400
+450
+11% +$10.9K ﹤0.01% 364
2023
Q2 		$94K Buy
+3,950
New +$93.7K ﹤0.01% 385

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 $69.9B AUM 22.19% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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
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
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DFEM Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2024, closing a stake of 4,400 shares — an estimated $110K sold.

Harel Insurance Investments & Financial Services first reported a position in DFEM in Q2 2023 and held it in 3 quarters. The position peaked at $110K in Q4 2023. 300 funds tracked by Wall St. Rank hold DFEM as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 4,400 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2024, an estimated $110K.
  • Harel Insurance Investments & Financial Services first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2023 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $110K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.