SIM
DFEM icon

Studio Investment Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Studio Investment 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
2026
Q1 		$7.5M Sell
217,003
-2,117
-1% -$75.2K 1.35% 17
2025
Q4 		$7.25M Sell
219,120
-338
-0.2% -$11K 1.32% 15
2025
Q3 		$7.04M Sell
219,458
-4,702
-2% -$145K 1.33% 16
2025
Q2 		$6.65M Sell
224,160
-381
-0.2% -$10.5K 1.34% 15
2025
Q1 		$5.94M Buy
224,541
+5,542
+3% +$147K 1.23% 18
2024
Q4 		$5.74M Buy
218,999
+6,326
+3% +$172K 1.22% 20
2024
Q3 		$5.99M Buy
212,673
+19,255
+10% +$517K 1.26% 20
2024
Q2 		$5.17M Buy
193,418
+11,655
+6% +$306K 1.18% 22
2024
Q1 		$4.63M Buy
181,763
+29,404
+19% +$729K 1.1% 24
2023
Q4 		$3.8M Sell
152,359
-16,399
-10% -$388K 0.97% 32
2023
Q3 		$3.93M Sell
168,758
-118
-0.1% -$2.85K 1.1% 24
2023
Q2 		$4.06M Buy
168,876
+20,296
+14% +$482K 1.14% 24
2023
Q1 		$3.51M Buy
+148,580
New +$3.51M 1.06% 27

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FFM
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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