ST
DFEM icon

Sageworth Trust’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Sageworth Trust’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 		$57M Buy
1,649,406
+111,133
+7% +$3.95M 2.45% 12
2025
Q4 		$50.9M Buy
1,538,273
+995,897
+184% +$32.5M 2.18% 12
2025
Q3 		$17.4M Sell
542,376
-4,292
-0.8% -$132K 0.81% 14
2025
Q2 		$16.2M Buy
546,668
+12,565
+2% +$345K 0.9% 15
2025
Q1 		$14.1M Buy
534,103
+49,070
+10% +$1.3M 0.88% 17
2024
Q4 		$12.7M Buy
485,033
+38,842
+9% +$1.06M 0.79% 16
2024
Q3 		$12.6M Buy
446,191
+19,255
+5% +$517K 0.75% 17
2024
Q2 		$11.4M Buy
426,936
+44,067
+12% +$1.16M 0.72% 17
2024
Q1 		$9.76M Buy
382,869
+39,052
+11% +$968K 0.63% 18
2023
Q4 		$8.58M Buy
343,817
+84,069
+32% +$1.99M 0.59% 18
2023
Q3 		$6.05M Buy
259,748
+173,204
+200% +$4.19M 0.44% 23
2023
Q2 		$2.08M Buy
86,544
+51,049
+144% +$1.21M 0.15% 31
2023
Q1 		$837K Buy
35,495
+27,284
+332% +$644K 0.06% 49
2022
Q4 		$185K Buy
+8,211
New +$179K 0.01% 80

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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