MWM
DFEM icon

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

Mattern 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 		$10.6M Buy
307,219
+14,192
+5% +$504K 2.07% 12
2025
Q4 		$9.69M Buy
293,027
+10,593
+4% +$346K 1.87% 12
2025
Q3 		$9.06M Sell
282,434
-3,228
-1% -$99.6K 1.81% 12
2025
Q2 		$8.48M Sell
285,662
-143,263
-33% -$3.94M 1.76% 13
2025
Q1 		$11.3M Buy
428,925
+19,811
+5% +$527K 2.51% 12
2024
Q4 		$10.7M Buy
409,114
+60,759
+17% +$1.65M 2.36% 12
2024
Q3 		$9.81M Buy
348,355
+237,963
+216% +$6.39M 2.16% 13
2024
Q2 		$2.95M Buy
110,392
+18,265
+20% +$479K 0.71% 39
2024
Q1 		$2.35M Buy
92,127
+12,793
+16% +$317K 0.57% 51
2023
Q4 		$1.98M Buy
79,334
+4,922
+7% +$116K 0.51% 56
2023
Q3 		$1.73M Buy
+74,412
New +$1.8M 0.51% 55

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