LFA
DFEM icon

Level Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Level Financial Advisors’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
2026
Q1 		$13.4M Buy
387,681
+26,671
+7% +$947K 3.42% 9
2025
Q4 		$11.9M Buy
361,010
+47,274
+15% +$1.54M 3.16% 9
2025
Q3 		$10.1M Buy
313,736
+40,751
+15% +$1.26M 2.84% 10
2025
Q2 		$8.1M Buy
272,985
+21,086
+8% +$580K 2.52% 11
2025
Q1 		$6.67M Buy
251,899
+24,672
+11% +$656K 2.27% 13
2024
Q4 		$5.95M Buy
227,227
+45,651
+25% +$1.24M 2.18% 12
2024
Q3 		$5.11M Buy
181,576
+33,454
+23% +$898K 1.95% 15
2024
Q2 		$3.96M Buy
148,122
+35,468
+31% +$930K 1.72% 15
2024
Q1 		$2.87M Buy
112,654
+74,208
+193% +$1.84M 1.3% 20
2023
Q4 		$960K Buy
38,446
+18,565
+93% +$439K 0.47% 31
2023
Q3 		$463K Buy
19,881
+2,554
+15% +$61.8K 0.26% 42
2023
Q2 		$417K Buy
17,327
+14,106
+438% +$335K 0.23% 43
2023
Q1 		$76K Buy
+3,221
New +$76K 0.05% 81

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return