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 $7.79B AUM 20.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.14B AUM

Relaxing Retirement Coach's DFEM Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 7.4% in Q2 2023, buying an estimated $1.66M and bringing the position to 1,022,219 shares worth $24.6M. The position accounts for 7.4% of the portfolio, ranked #4.

Relaxing Retirement Coach first reported a position in DFEM in Q2 2022 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold DFEM as of Q2 2023.

Relaxing Retirement Coach held 1,022,219 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $24.6M as of Q2 2023.
Relaxing Retirement Coach bought 70,073 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2023, an estimated $1.66M.
Dimensional Emerging Markets Core Equity 2 ETF made up 7.4% of Relaxing Retirement Coach's portfolio in Q2 2023, its #4 holding.
Relaxing Retirement Coach first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 5 quarters since.
213 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.