LF
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Lee Financial’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Lee Financial’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
Q1 		– Sell
-1,604
Closed -$40K – 323
2023
Q4 		$40K Hold
1,604
– – 0.01% 252
2023
Q3 		$37.4K Hold
1,604
– – 0.01% 245
2023
Q2 		$38.6K Hold
1,604
– – 0.01% 241
2023
Q1 		$37.8K Hold
1,604
– – 0.01% 250
2022
Q4 		$36K Buy
+1,604
New +$35K 0.01% 276

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

Lee Financial's DFEM Position: Q1 2024 in Review

Lee Financial sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2024, closing a stake of 1,604 shares — an estimated $40K sold.

Lee Financial first reported a position in DFEM in Q4 2022 and held it in 5 quarters. The position peaked at $40K in Q4 2023. 300 funds tracked by Wall St. Rank hold DFEM as of Q1 2024.

  • Lee Financial reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,604 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2024, an estimated $40K.
  • Lee Financial first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and held it in 5 quarters.
  • Lee Financial's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $40K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.