Wells Fargo
DFEM icon

Wells Fargo’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Wells Fargo’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 		$156K Sell
4,507
-1,324
-23% -$47K ﹤0.01% 4848
2025
Q4 		$193K Buy
5,831
+1,030
+21% +$33.7K ﹤0.01% 5089
2025
Q3 		$154K Sell
4,801
-6,318
-57% -$195K ﹤0.01% 5076
2025
Q2 		$330K Buy
11,119
+10,525
+1,772% +$289K ﹤0.01% 4435
2025
Q1 		$15.7K Sell
594
-1,469
-71% -$39.1K ﹤0.01% 5774
2024
Q4 		$54K Sell
2,063
-3,799
-65% -$103K ﹤0.01% 5457
2024
Q3 		$165K Buy
+5,862
New +$157K ﹤0.01% 4706
2024
Q2 		– Sell
-6,977
Closed -$178K – 7031
2024
Q1 		$178K Sell
6,977
-487
-7% -$12.1K ﹤0.01% 4544
2023
Q4 		$186K Buy
+7,464
New +$177K ﹤0.01% 4502
2023
Q3 		– Sell
-4,290
Closed -$103K – 7589
2023
Q2 		$103K Buy
+4,290
New +$102K ﹤0.01% 5021

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FFM
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FPAS
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Corient Private Wealth
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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