Steward Financial Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Steward Financial Group’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 Q3	$10.6M	Buy	456,086 +27,458	+6%	+$664K	3.38%	7
2023 Q2	$10.3M	Buy	428,628 +35,065	+9%	+$832K	3.29%	7
2023 Q1	$9.28M	Buy	393,563 +74,294	+23%	+$1.75M	3.09%	7
2022 Q4	$7.17M	Buy	319,269 +165,849	+108%	+$3.62M	3.58%	7
2022 Q3	$3.13M	Buy	153,420 +121,304	+378%	+$2.78M	2.32%	7
2022 Q2	$755K	Buy	+32,116	New	+$787K	0.63%	13

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

CCM

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

ADL

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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

Steward Financial Group's DFEM Position: Q3 2023 in Review

Steward Financial Group increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 6.4% in Q3 2023, buying an estimated $664K and bringing the position to 456,086 shares worth $10.6M. The position accounts for 3.38% of the portfolio, ranked #7.

Steward Financial Group first reported a position in DFEM in Q2 2022 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold DFEM as of Q3 2023.

Steward Financial Group held 456,086 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $10.6M as of Q3 2023.
Steward Financial Group bought 27,458 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2023, an estimated $664K.
Dimensional Emerging Markets Core Equity 2 ETF made up 3.38% of Steward Financial Group's portfolio in Q3 2023, its #7 holding.
Steward Financial Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.