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

Lion Street 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
2025
Q3 		– Sell
-33,135
Closed -$983K – 265
2025
Q2 		$983K Buy
33,135
+404
+1% +$11.1K 0.3% 76
2025
Q1 		$866K Buy
+32,731
New +$870K 0.28% 76

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 $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Lion Street Advisors's DFEM Position: Q3 2025 in Review

Lion Street Advisors sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q3 2025, closing a stake of 33,135 shares — an estimated $983K sold.

Lion Street Advisors first reported a position in DFEM in Q1 2025 and held it in 2 quarters. The position peaked at $983K in Q2 2025. 473 funds tracked by Wall St. Rank hold DFEM as of Q3 2025.

  • Lion Street Advisors reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 33,135 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2025, an estimated $983K.
  • Lion Street Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and held it in 2 quarters.
  • Lion Street Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $983K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.