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

WMS 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 Q1	–	Sell	-64,464	Closed	-$1.69M	–	71
2024 Q4	$1.69M	Sell	64,464 -11,274	-15%	-$306K	0.09%	85
2024 Q3	$2.13M	Buy	75,738 +11,051	+17%	+$297K	0.12%	75
2024 Q2	$1.73M	Sell	64,687 -13,984	-18%	-$367K	0.11%	69
2024 Q1	$2.01M	Sell	78,671 -691	-0.9%	-$17.1K	0.14%	65
2023 Q4	$1.98M	Sell	79,362 -842	-1%	-$19.9K	0.15%	62
2023 Q3	$1.87M	Sell	80,204 -156	-0.2%	-$3.77K	0.15%	61
2023 Q2	$1.93M	Buy	80,360 +2,350	+3%	+$55.8K	0.15%	61
2023 Q1	$1.84M	Sell	78,010 -323	-0.4%	-$7.63K	0.16%	63
2022 Q4	$1.76M	Buy	+78,333	New	+$1.71M	0.17%	65

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

WMS Partners's DFEM Position: Q1 2025 in Review

WMS Partners sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2025, closing a stake of 64,464 shares — an estimated $1.69M sold.

WMS Partners first reported a position in DFEM in Q4 2022 and held it in 9 quarters. The position peaked at $2.13M in Q3 2024. 428 funds tracked by Wall St. Rank hold DFEM as of Q1 2025.

WMS Partners reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 64,464 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2025, an estimated $1.69M.
WMS Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and held it in 9 quarters.
WMS Partners's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $2.13M in Q3 2024.
428 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.