OIA
DFEM icon

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

Optimum Investment 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 		$3.85K Hold
120
– – ﹤0.01% 559
2025
Q2 		$3.56K Hold
120
– – ﹤0.01% 565
2025
Q1 		$3.17K Hold
120
– – ﹤0.01% 579
2024
Q4 		$3.14K Hold
120
– – ﹤0.01% 570
2024
Q3 		$3.38K Hold
120
– – ﹤0.01% 586
2024
Q2 		$3.21K Hold
120
– – ﹤0.01% 581
2024
Q1 		$3.06K Hold
120
– – ﹤0.01% 587
2023
Q4 		$3K Buy
+120
New +$2.84K ﹤0.01% 576

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.43B AUM 22.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Optimum Investment Advisors's DFEM Position: Q3 2025 in Review

Optimum Investment Advisors held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q3 2025 at 120 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Optimum Investment Advisors first reported a position in DFEM in Q4 2023 and has held it in 8 quarters since. 472 funds tracked by Wall St. Rank hold DFEM as of Q3 2025.

  • Optimum Investment Advisors held 120 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.85K as of Q3 2025.
  • Optimum Investment Advisors left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q3 2025.
  • Dimensional Emerging Markets Core Equity 2 ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #559 holding.
  • Optimum Investment Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 8 quarters since.
  • 472 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.