IWC
DFEM icon

Integrated Wealth Concepts’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Integrated Wealth Concepts’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 		$9.29M Buy
268,823
+492
+0.2% +$17.5K 0.07% 259
2025
Q4 		$8.88M Buy
268,331
+6,146
+2% +$201K 0.11% 179
2025
Q3 		$8.41M Buy
262,185
+102,463
+64% +$3.16M 0.08% 251
2025
Q2 		$4.74M Buy
159,722
+24,641
+18% +$677K 0.05% 349
2025
Q1 		$3.57M Buy
135,081
+11,383
+9% +$303K 0.04% 401
2024
Q4 		$3.24M Buy
123,698
+97,799
+378% +$2.66M 0.04% 406
2024
Q3 		$729K Buy
25,899
+3,476
+16% +$93.3K 0.01% 930
2024
Q2 		$599K Buy
+22,423
New +$588K 0.01% 977

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 $17.8B 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 $4.9B 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