VBA
DFEM icon

von Borstel & Associates’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

von Borstel & Associates’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 		$16.7M Sell
483,300
-30,787
-6% -$1.09M 3.82% 7
2025
Q4 		$17M Buy
514,087
+76
+0% +$2.48K 3.99% 7
2025
Q3 		$17.1M Buy
514,011
+3,661
+0.7% +$113K 2.62% 7
2025
Q2 		$15.3M Buy
510,350
+10,953
+2% +$301K 4.04% 6
2025
Q1 		$13.2M Buy
499,397
+116,087
+30% +$3.09M 3.95% 7
2024
Q4 		$10M Buy
383,310
+137,982
+56% +$3.75M 3.93% 6
2024
Q3 		$6.91M Buy
+245,328
New +$6.59M 3.91% 7

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