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Investmark Advisory Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Investmark Advisory Group’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
Q2 		– Sell
-7,608
Closed -$201K – 129
2025
Q1 		$201K Buy
+7,608
New +$202K 0.1% 116

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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 $1.61B AUM 31.08% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Investmark Advisory Group's DFEM Position: Q2 2025 in Review

Investmark Advisory Group sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2025, closing a stake of 7,608 shares — an estimated $201K sold.

Investmark Advisory Group first reported a position in DFEM in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 451 funds tracked by Wall St. Rank hold DFEM as of Q2 2025.

  • Investmark Advisory Group reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Investmark Advisory Group sold 7,608 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2025, an estimated $201K.
  • Investmark Advisory Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and held it in 1 quarter.
  • Investmark Advisory Group's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $201K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2025.

Based on Investmark Advisory Group's 13F filing for Q2 2025, filed 14 Aug 2025.