Intelligent Financial Strategies’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Intelligent Financial Strategies’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
2023 Q2	–	Sell	-3,739	Closed	-$88.2K	–	91
2023 Q1	$88.2K	Sell	3,739 -2,317	-38%	-$54.7K	0.07%	52
2022 Q4	$136K	Sell	6,056 -1,497	-20%	-$32.6K	0.11%	47
2022 Q3	$154K	Sell	7,553 -9,514	-56%	-$218K	0.16%	48
2022 Q2	$402K	Buy	+17,067	New	+$418K	0.41%	39

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

Intelligent Financial Strategies's DFEM Position: Q2 2023 in Review

Intelligent Financial Strategies sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2023, closing a stake of 3,739 shares — an estimated $88.2K sold.

Intelligent Financial Strategies first reported a position in DFEM in Q2 2022 and held it in 4 quarters. The position peaked at $402K in Q2 2022. 213 funds tracked by Wall St. Rank hold DFEM as of Q2 2023.

Intelligent Financial Strategies reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2023 after selling out during the quarter.
Intelligent Financial Strategies sold 3,739 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2023, an estimated $88.2K.
Intelligent Financial Strategies first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and held it in 4 quarters.
Intelligent Financial Strategies's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $402K in Q2 2022.
213 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2023.

Based on Intelligent Financial Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.