LWM
DFEM icon

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

Liberty 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
2026
Q1 		$7.43M Sell
214,986
-2,297
-1% -$81.6K 0.93% 28
2025
Q4 		$7.19M Sell
217,283
-13,792
-6% -$451K 0.93% 29
2025
Q3 		$7.41M Sell
231,075
-625
-0.3% -$19.3K 1.04% 27
2025
Q2 		$6.88M Sell
231,700
-13,688
-6% -$376K 1.08% 27
2025
Q1 		$6.49M Buy
245,388
+430
+0.2% +$11.4K 1.24% 25
2024
Q4 		$6.41M Buy
244,958
+2,522
+1% +$68.5K 1.07% 25
2024
Q3 		$6.83M Sell
242,436
-186,701
-44% -$5.01M 1.16% 24
2024
Q2 		$6.29M Buy
429,137
+192,975
+82% +$5.06M 1.15% 25
2024
Q1 		$6.02M Sell
236,162
-30
-0% -$744 1.17% 23
2023
Q4 		$5.9M Sell
236,192
-1,042
-0.4% -$24.6K 1.26% 23
2023
Q3 		$5.53M Buy
237,234
+2,173
+0.9% +$52.5K 1.38% 19
2023
Q2 		$5.65M Sell
235,061
-34,649
-13% -$822K 1.4% 23
2023
Q1 		$6.35M Buy
+269,710
New +$6.37M 1.31% 20
2022
Q3 		$8.6M Buy
+420,530
New +$9.65M 2.29% 13

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