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Keebeck Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Keebeck Wealth Management’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
Q2 		– Sell
-18,345
Closed -$468K – 265
2024
Q1 		$468K Sell
18,345
-15,089
-45% -$374K 0.07% 197
2023
Q4 		$835K Buy
+33,434
New +$791K 0.14% 139

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
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
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
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 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

Keebeck Wealth Management's DFEM Position: Q2 2024 in Review

Keebeck Wealth Management sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2024, closing a stake of 18,345 shares — an estimated $468K sold.

Keebeck Wealth Management first reported a position in DFEM in Q4 2023 and held it in 2 quarters. The position peaked at $835K in Q4 2023. 315 funds tracked by Wall St. Rank hold DFEM as of Q2 2024.

  • Keebeck Wealth Management reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 18,345 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2024, an estimated $468K.
  • Keebeck Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and held it in 2 quarters.
  • Keebeck Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $835K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2024.

Based on Keebeck Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.