TWD
DFEM icon

True Wealth Design’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

True Wealth Design’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 		$511K Sell
14,795
-550
-4% -$19.5K 0.14% 34
2025
Q4 		$508K Sell
15,345
-1,701
-10% -$55.6K 0.15% 30
2025
Q3 		$547K Buy
17,046
+954
+6% +$29.4K 0.17% 26
2025
Q2 		$478K Sell
16,092
-1,012
-6% -$27.8K 0.17% 26
2025
Q1 		$453K Sell
17,104
-1,095
-6% -$29.1K 0.17% 18
2024
Q4 		$477K Hold
18,199
– – 0.18% 17
2024
Q3 		$512K Sell
18,199
-168,030
-90% -$4.51M 0.2% 18
2024
Q2 		$4.98M Sell
186,229
-1,454
-0.8% -$38.1K 1.23% 13
2024
Q1 		$4.78M Buy
187,683
+718
+0.4% +$17.8K 1.19% 13
2023
Q4 		$4.67M Buy
186,965
+562
+0.3% +$13.3K 1.31% 14
2023
Q3 		$4.35M Buy
186,403
+7,607
+4% +$184K 1.45% 12
2023
Q2 		$4.3M Buy
178,796
+4,733
+3% +$112K 1.57% 12
2023
Q1 		$4.11M Buy
174,063
+797
+0.5% +$18.8K 1.72% 11
2022
Q4 		$3.89M Buy
+173,266
New +$3.78M 1.8% 11

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