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

Lakeridge 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
2025 Q1	–	Sell	-7,747	Closed	-$203K	–	155
2024 Q4	$203K	Sell	7,747 -3,804	-33%	-$103K	0.1%	146
2024 Q3	$325K	Sell	11,551 -1,926	-14%	-$51.7K	0.18%	106
2024 Q2	$360K	Sell	13,477 -275	-2%	-$7.21K	0.22%	96
2024 Q1	$351K	Sell	13,752 -197	-1%	-$4.88K	0.23%	87
2023 Q4	$348K	Buy	+13,949	New	+$330K	0.25%	81

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

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

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

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

Lakeridge Wealth Management's DFEM Position: Q1 2025 in Review

Lakeridge Wealth Management sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2025, closing a stake of 7,747 shares — an estimated $203K sold.

Lakeridge Wealth Management first reported a position in DFEM in Q4 2023 and held it in 5 quarters. The position peaked at $360K in Q2 2024. 428 funds tracked by Wall St. Rank hold DFEM as of Q1 2025.

Lakeridge Wealth Management reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
Lakeridge Wealth Management sold 7,747 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2025, an estimated $203K.
Lakeridge Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and held it in 5 quarters.
Lakeridge Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $360K in Q2 2024.
428 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2025.

Based on Lakeridge Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.