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Orion Portfolio Solutions’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.12M Buy
117,915
+7,752
+7% +$206K 0.03% 512
2024
Q4 		$2.89M Buy
110,163
+17,081
+18% +$464K 0.03% 528
2024
Q3 		$2.62M Buy
93,082
+1,264
+1% +$33.9K 0.03% 554
2024
Q2 		$2.45M Buy
91,818
+8,861
+11% +$232K 0.03% 557
2024
Q1 		$2.11M Buy
82,957
+8,076
+11% +$200K 0.02% 639
2023
Q4 		$1.84M Sell
74,881
-1,681
-2% -$39.8K 0.02% 665
2023
Q3 		$1.78M Buy
76,562
+14,118
+23% +$341K 0.02% 669
2023
Q2 		$1.5M Buy
62,444
+25,887
+71% +$614K 0.02% 776
2023
Q1 		$862K Buy
+36,557
New +$863K 0.01% 939

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Orion Portfolio Solutions's DFEM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 7% in Q1 2025, buying an estimated $206K and bringing the position to 117,915 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #512.

Orion Portfolio Solutions first reported a position in DFEM in Q1 2023 and has held it in 9 quarters since. 428 funds tracked by Wall St. Rank hold DFEM as of Q1 2025.

  • Orion Portfolio Solutions held 117,915 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.12M as of Q1 2025.
  • Orion Portfolio Solutions bought 7,752 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2025, an estimated $206K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #512 holding.
  • Orion Portfolio Solutions first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 9 quarters since.
  • 428 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.