RRC
DFEM icon

Relaxing Retirement Coach’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$24.6M Buy
1,022,219
+70,073
+7% +$1.66M 7.4% 4
2023
Q1 		$22.5M Buy
952,146
+58,501
+7% +$1.38M 7.48% 4
2022
Q4 		$20.1M Buy
893,645
+365,343
+69% +$7.97M 7.43% 4
2022
Q3 		$10.8M Buy
528,302
+290,223
+122% +$6.66M 5.1% 7
2022
Q2 		$5.6M Buy
+238,079
New +$5.83M 2.83% 11

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM