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

Peninsula Wealth’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
2024
Q2 		– Sell
-50,161
Closed -$1.28M – 97
2024
Q1 		$1.28M Sell
50,161
-10,186
-17% -$252K 0.26% 39
2023
Q4 		$1.51M Sell
60,347
-2,172
-3% -$51.4K 0.31% 34
2023
Q3 		$1.41M Sell
62,519
-3,809
-6% -$92.1K 0.33% 31
2023
Q2 		$1.6M Buy
66,328
+1,334
+2% +$31.6K 0.42% 27
2023
Q1 		$1.53M Buy
64,994
+4,040
+7% +$95.4K 0.44% 28
2022
Q4 		$1.37M Buy
60,954
+31,188
+105% +$680K 0.43% 25
2022
Q3 		$608K Buy
+29,766
New +$683K 0.21% 36

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 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 $1.76B AUM 18.21% 1-Year Est. Return

Peninsula Wealth's DFEM Position: Q2 2024 in Review

Peninsula Wealth sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2024, closing a stake of 50,161 shares — an estimated $1.28M sold.

Peninsula Wealth first reported a position in DFEM in Q3 2022 and held it in 7 quarters. The position peaked at $1.6M in Q2 2023. 315 funds tracked by Wall St. Rank hold DFEM as of Q2 2024.

  • Peninsula Wealth reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Peninsula Wealth sold 50,161 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2024, an estimated $1.28M.
  • Peninsula Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and held it in 7 quarters.
  • Peninsula Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $1.6M in Q2 2023.
  • 315 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2024.

Based on Peninsula Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.