Morgan Stanley
DFEM icon

Morgan Stanley’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Morgan Stanley’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 		$6.1M Buy
176,644
+90,040
+104% +$3.2M ﹤0.01% 3983
2025
Q4 		$2.86M Sell
86,604
-93,745
-52% -$3.06M ﹤0.01% 4566
2025
Q3 		$5.78M Sell
180,349
-16,643
-8% -$514K ﹤0.01% 4028
2025
Q2 		$5.85M Sell
196,992
-4,652
-2% -$128K ﹤0.01% 3931
2025
Q1 		$5.34M Sell
201,644
-6,451
-3% -$172K ﹤0.01% 3873
2024
Q4 		$5.45M Buy
208,095
+41,116
+25% +$1.12M ﹤0.01% 3922
2024
Q3 		$4.7M Buy
166,979
+1,808
+1% +$48.5K ﹤0.01% 4006
2024
Q2 		$4.42M Buy
165,171
+20,209
+14% +$530K ﹤0.01% 3988
2024
Q1 		$3.7M Sell
144,962
-74,980
-34% -$1.86M ﹤0.01% 4158
2023
Q4 		$5.49M Buy
219,942
+163,149
+287% +$3.86M ﹤0.01% 4319
2023
Q3 		$1.32M Buy
56,793
+13,814
+32% +$334K ﹤0.01% 4636
2023
Q2 		$1.03M Buy
42,979
+34,788
+425% +$825K ﹤0.01% 4805
2023
Q1 		$193K Buy
+8,191
New +$193K ﹤0.01% 5719

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