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

Soundmark Wealth 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
2023 Q4	–	Sell	-8,580	Closed	-$200K	–	65
2023 Q3	$200K	Hold	8,580	–	–	0.11%	60
2023 Q2	$206K	Hold	8,580	–	–	0.12%	59
2023 Q1	$202K	Buy	+8,580	New	+$203K	0.12%	54
2022 Q4	–	Sell	-10,510	Closed	-$215K	–	60
2022 Q3	$215K	Buy	+10,510	New	+$241K	0.15%	54

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

CCM

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Soundmark Wealth Management's DFEM Position: Q4 2023 in Review

Soundmark Wealth Management sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q4 2023, closing a stake of 8,580 shares — an estimated $200K sold.

Soundmark Wealth Management first reported a position in DFEM in Q3 2022 and held it in 4 quarters. The position peaked at $215K in Q3 2022. 285 funds tracked by Wall St. Rank hold DFEM as of Q4 2023.

Soundmark Wealth Management reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
Soundmark Wealth Management sold 8,580 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2023, an estimated $200K.
Soundmark Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and held it in 4 quarters.
Soundmark Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $215K in Q3 2022.
285 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2023.

Based on Soundmark Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.