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

Lifeworks 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 		$364K Sell
10,547
-82
-0.8% -$2.91K 0.05% 228
2025
Q4 		$352K Hold
10,629
– – 0.05% 248
2025
Q3 		$341K Hold
10,629
– – 0.05% 243
2025
Q2 		$315K Sell
10,629
-66
-0.6% -$1.81K 0.05% 246
2025
Q1 		$283K Hold
10,695
– – 0.05% 251
2024
Q4 		$280K Sell
10,695
-332
-3% -$9.02K 0.05% 244
2024
Q3 		$310K Sell
11,027
-73
-0.7% -$1.96K 0.06% 223
2024
Q2 		$297K Sell
11,100
-230
-2% -$6.03K 0.08% 179
2024
Q1 		$289K Sell
11,330
-1,178
-9% -$29.2K 0.08% 185
2023
Q4 		$312K Buy
12,508
+1,076
+9% +$25.4K 0.11% 155
2023
Q3 		$266K Buy
+11,432
New +$276K 0.1% 161

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 $20.1B AUM 24.77% 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 $5.05B 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

Lifeworks Advisors's DFEM Position: Q1 2026 in Review

Lifeworks Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.77% in Q1 2026, selling an estimated $2.91K and leaving 10,547 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #228.

Lifeworks Advisors first reported a position in DFEM in Q3 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Lifeworks Advisors held 10,547 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $364K as of Q1 2026.
  • Lifeworks Advisors sold 82 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $2.91K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.05% of Lifeworks Advisors's portfolio in Q1 2026, its #228 holding.
  • Lifeworks Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and has held it in 11 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.