LPL Financial
DFEM icon

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

LPL 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
2026
Q1 		$71M Buy
2,055,130
+56,907
+3% +$2.02M 0.02% 753
2025
Q4 		$66.1M Buy
1,998,223
+91,160
+5% +$2.98M 0.02% 743
2025
Q3 		$61.2M Buy
1,907,063
+92,463
+5% +$2.85M 0.02% 745
2025
Q2 		$53.9M Buy
1,814,600
+27,335
+2% +$752K 0.02% 726
2025
Q1 		$47.3M Buy
1,787,265
+208,055
+13% +$5.53M 0.02% 702
2024
Q4 		$41.4M Buy
1,579,210
+179,965
+13% +$4.89M 0.02% 745
2024
Q3 		$39.4M Buy
1,399,245
+111,371
+9% +$2.99M 0.02% 722
2024
Q2 		$34.4M Buy
1,287,874
+303,741
+31% +$7.96M 0.02% 721
2024
Q1 		$25.1M Buy
984,133
+55,976
+6% +$1.39M 0.01% 847
2023
Q4 		$23.2M Buy
928,157
+104,096
+13% +$2.46M 0.01% 817
2023
Q3 		$19.2M Buy
824,061
+76,343
+10% +$1.85M 0.01% 825
2023
Q2 		$18M Buy
747,718
+125,628
+20% +$2.98M 0.01% 841
2023
Q1 		$14.7M Buy
+622,090
New +$14.7M 0.01% 895

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