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

WealthShield 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
2024
Q1 		– Sell
-689
Closed -$17.2K – 488
2023
Q4 		$17.2K Hold
689
– – ﹤0.01% 412
2023
Q3 		$16.1K Hold
689
– – ﹤0.01% 421
2023
Q2 		$16.6K Hold
689
– – ﹤0.01% 426
2023
Q1 		$16.3K Buy
+689
New +$16.3K ﹤0.01% 423

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
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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

WealthShield Partners's DFEM Position: Q1 2024 in Review

WealthShield Partners sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2024, closing a stake of 689 shares — an estimated $17.2K sold.

WealthShield Partners first reported a position in DFEM in Q1 2023 and held it in 4 quarters. The position peaked at $17.2K in Q4 2023. 300 funds tracked by Wall St. Rank hold DFEM as of Q1 2024.

  • WealthShield Partners reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
  • WealthShield Partners sold 689 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2024, an estimated $17.2K.
  • WealthShield Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and held it in 4 quarters.
  • WealthShield Partners's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $17.2K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.