VWA
DFEM icon

Valued Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Valued Wealth Advisors’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
2024
Q3 		– Sell
-107
Closed -$2.86K – 643
2024
Q2 		$2.86K Hold
107
– – ﹤0.01% 339
2024
Q1 		$2.73K Buy
+107
New +$2.65K ﹤0.01% 317

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Valued Wealth Advisors's DFEM Position: Q3 2024 in Review

Valued Wealth Advisors sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q3 2024, closing a stake of 107 shares — an estimated $2.86K sold.

Valued Wealth Advisors first reported a position in DFEM in Q1 2024 and held it in 2 quarters. The position peaked at $2.86K in Q2 2024. 335 funds tracked by Wall St. Rank hold DFEM as of Q3 2024.

  • Valued Wealth Advisors reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 107 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2024, an estimated $2.86K.
  • Valued Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2024 and held it in 2 quarters.
  • Valued Wealth Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $2.86K in Q2 2024.
  • 335 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2024.

Based on Valued Wealth Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.