RLIM
DFEM icon

Red Lighthouse Investment Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Red Lighthouse Investment 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 		$1.24M Sell
35,788
-1,027
-3% -$36.5K 0.42% 30
2025
Q4 		$1.22M Sell
36,815
-368
-1% -$12K 0.44% 27
2025
Q3 		$1.19M Hold
37,183
– – 0.42% 26
2025
Q2 		$1.1M Buy
37,183
+5,114
+16% +$141K 0.42% 26
2025
Q1 		$817K Sell
32,069
-2,989
-9% -$79.5K 0.33% 34
2024
Q4 		$918K Buy
35,058
+1,228
+4% +$33.4K 0.36% 32
2024
Q3 		$952K Buy
33,830
+1,761
+5% +$47.3K 0.37% 32
2024
Q2 		$857K Hold
32,069
– – 0.36% 34
2024
Q1 		$817K Buy
32,069
+4,219
+15% +$105K 0.33% 35
2023
Q4 		$695K Buy
27,850
+4,212
+18% +$99.6K 0.29% 36
2023
Q3 		$551K Buy
23,638
+3,530
+18% +$85.4K 0.26% 38
2023
Q2 		$484K Hold
20,108
– – 0.22% 40
2023
Q1 		$474K Hold
20,108
– – 0.23% 40
2022
Q4 		$452K Buy
+20,108
New +$438K 0.23% 40

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FFM
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FPAS
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Corient Private Wealth
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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