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Summit Wealth Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Summit Wealth 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
Q2 		– Sell
-50,483
Closed -$2K – 121
2023
Q1 		$2K Buy
+50,483
New +$1.19M 0.05% 84

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TI
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
EK
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
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

Summit Wealth Group's DFEM Position: Q2 2023 in Review

Summit Wealth Group sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2023, closing a stake of 50,483 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in DFEM in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 213 funds tracked by Wall St. Rank hold DFEM as of Q2 2023.

  • Summit Wealth Group reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 50,483 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2023, an estimated $2K.
  • Summit Wealth Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $2K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.