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Waypoint Wealth Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Waypoint Wealth Partners’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
2025
Q2 		$4.49M Buy
151,195
+9,318
+7% +$256K 1.09% 12
2025
Q1 		$3.75M Buy
141,877
+2,877
+2% +$76.5K 1.04% 11
2024
Q4 		$3.64M Buy
139,000
+2,425
+2% +$65.9K 0.99% 12
2024
Q3 		$3.84M Buy
136,575
+5,118
+4% +$137K 1.02% 13
2024
Q2 		$3.51M Sell
131,457
-40,993
-24% -$1.07M 1.03% 12
2024
Q1 		$4.4M Sell
172,450
-2,922
-2% -$72.4K 1.25% 10
2023
Q4 		$4.38M Sell
175,372
-5,273
-3% -$125K 1.36% 10
2023
Q3 		$4.21M Sell
180,645
-575
-0.3% -$13.9K 1.46% 9
2023
Q2 		$4.36M Sell
181,220
-5,110
-3% -$121K 1.49% 9
2023
Q1 		$4.4M Buy
186,330
+30,275
+19% +$715K 1.57% 8
2022
Q4 		$3.5M Sell
156,055
-35,290
-18% -$769K 1.38% 11
2022
Q3 		$3.91M Sell
191,345
-68,550
-26% -$1.57M 1.65% 10
2022
Q2 		$6.12M Buy
+259,895
New +$6.36M 2.34% 11

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Waypoint Wealth Partners's DFEM Position: Q2 2025 in Review

Waypoint Wealth Partners increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 6.6% in Q2 2025, buying an estimated $256K and bringing the position to 151,195 shares worth $4.49M. The position accounts for 1.09% of the portfolio, ranked #12.

Waypoint Wealth Partners first reported a position in DFEM in Q2 2022 and has held it in 13 quarters since. The position peaked at $6.12M in Q2 2022. 451 funds tracked by Wall St. Rank hold DFEM as of Q2 2025.

  • Waypoint Wealth Partners held 151,195 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $4.49M as of Q2 2025.
  • Waypoint Wealth Partners bought 9,318 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2025, an estimated $256K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.09% of Waypoint Wealth Partners's portfolio in Q2 2025, its #12 holding.
  • Waypoint Wealth Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 13 quarters since.
  • Waypoint Wealth Partners's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $6.12M in Q2 2022.
  • 451 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.