Wilbanks Smith & Thomas Asset Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	$390K	Sell	15,289 -505	-3%	-$12.5K	0.01%	381
2023 Q4	$394K	Sell	15,794 -844	-5%	-$20K	0.01%	373
2023 Q3	$388K	Buy	16,638 +3	+0%	+$73	0.01%	357
2023 Q2	$400K	Sell	16,635 -31,000	-65%	-$735K	0.01%	364
2023 Q1	$1.12M	Buy	47,635 +37,488	+369%	+$885K	0.04%	206
2022 Q4	$228K	Buy	+10,147	New	+$221K	0.01%	449

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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 $11.8B AUM 25.68% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DFEM Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.2% in Q1 2024, selling an estimated $12.5K and leaving 15,289 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #381.

Wilbanks Smith & Thomas Asset Management first reported a position in DFEM in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.12M in Q1 2023. 300 funds tracked by Wall St. Rank hold DFEM as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 15,289 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $390K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 505 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2024, an estimated $12.5K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #381 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 6 quarters since.
Wilbanks Smith & Thomas Asset Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $1.12M in Q1 2023.
300 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.