HFS
DFEM icon

Heritage Financial Services’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Heritage 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
2025
Q4 		$57.6M Sell
1,741,258
-49,235
-3% -$1.61M 4.81% 5
2025
Q3 		$57.4M Sell
1,790,493
-35,632
-2% -$1.1M 5.16% 5
2025
Q2 		$54.2M Sell
1,826,125
-35,795
-2% -$984K 5.22% 5
2025
Q1 		$49.3M Sell
1,861,920
-559,983
-23% -$14.9M 4.88% 5
2024
Q4 		$63.4M Buy
2,421,903
+93,568
+4% +$2.54M 8.42% 4
2024
Q3 		$65.5M Buy
2,328,335
+84,454
+4% +$2.27M 8.71% 4
2024
Q2 		$60M Buy
2,243,881
+61,331
+3% +$1.61M 8.6% 4
2024
Q1 		$55.6M Buy
+2,182,550
New +$54.1M 8.28% 4

Other funds holding DFEM

FFM
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return