VWA
DFEM icon

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

Visionary 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
2026
Q1 		$4.35M Buy
125,845
+3,694
+3% +$131K 0.19% 129
2025
Q4 		$4.04M Buy
122,151
+30,174
+33% +$986K 0.18% 129
2025
Q3 		$2.95M Buy
91,977
+32,426
+54% +$1M 0.14% 157
2025
Q2 		$1.77M Buy
59,551
+10,183
+21% +$280K 0.09% 205
2025
Q1 		$1.31M Buy
49,368
+8,049
+19% +$214K 0.08% 223
2024
Q4 		$1.08M Buy
41,319
+20,274
+96% +$551K 0.06% 244
2024
Q3 		$592K Buy
21,045
+484
+2% +$13K 0.04% 324
2024
Q2 		$550K Buy
20,561
+1,704
+9% +$44.7K 0.04% 315
2024
Q1 		$481K Buy
18,857
+420
+2% +$10.4K 0.03% 326
2023
Q4 		$460K Buy
18,437
+700
+4% +$16.6K 0.03% 328
2023
Q3 		$413K Buy
17,737
+170
+1% +$4.11K 0.03% 326
2023
Q2 		$422K Buy
17,567
+692
+4% +$16.4K 0.03% 316
2023
Q1 		$398K Buy
+16,875
New +$398K 0.03% 305

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 $17.9B 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 $5.05B 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