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

Wealthstream 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
2025
Q3 		$47.7M Buy
1,487,693
+10,205
+0.7% +$315K 7.21% 3
2025
Q2 		$43.9M Sell
1,477,488
-4,551
-0.3% -$125K 7.29% 3
2025
Q1 		$39.2M Buy
1,482,039
+50,936
+4% +$1.35M 7.34% 3
2024
Q4 		$37.5M Buy
1,431,103
+64,431
+5% +$1.75M 6.92% 3
2024
Q3 		$38.5M Buy
1,366,672
+725,758
+113% +$19.5M 6.99% 3
2024
Q2 		$17.1M Buy
640,914
+7,567
+1% +$198K 6.27% 4
2024
Q1 		$16.1M Buy
633,347
+187
+0% +$4.63K 6.13% 5
2023
Q4 		$15.8M Buy
633,160
+10,919
+2% +$258K 6.53% 4
2023
Q3 		$14.5M Buy
622,241
+11,855
+2% +$287K 7.49% 4
2023
Q2 		$14.7M Buy
610,386
+21,313
+4% +$506K 7.7% 4
2023
Q1 		$13.9M Buy
589,073
+35,452
+6% +$837K 8.3% 4
2022
Q4 		$12.4M Buy
+553,621
New +$12.1M 8.1% 4

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 $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

Wealthstream Advisors's DFEM Position: Q3 2025 in Review

Wealthstream Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.69% in Q3 2025, buying an estimated $315K and bringing the position to 1,487,693 shares worth $47.7M. The position accounts for 7.21% of the portfolio, ranked #3.

Wealthstream Advisors first reported a position in DFEM in Q4 2022 and has held it in 12 quarters since. 472 funds tracked by Wall St. Rank hold DFEM as of Q3 2025.

  • Wealthstream Advisors held 1,487,693 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $47.7M as of Q3 2025.
  • Wealthstream Advisors bought 10,205 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2025, an estimated $315K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 7.21% of Wealthstream Advisors's portfolio in Q3 2025, its #3 holding.
  • Wealthstream Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 12 quarters since.
  • 472 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.