Aegis Wealth Management (Maryland)’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Aegis Wealth Management (Maryland)’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 Q2	$1.72M	Sell	42,235 -737	-2%	-$29K	0.81%	31
2026 Q1	$1.48M	Sell	42,972 -454	-1%	-$16.1K	0.85%	33
2025 Q4	$1.44M	Sell	43,426 -425	-1%	-$13.9K	0.81%	33
2025 Q3	$1.41M	Sell	43,851 -6,917	-14%	-$213K	0.75%	38
2025 Q2	$1.34M	Hold	50,768	–	–	0.81%	35
2025 Q1	$1.34M	Buy	50,768 +8,636	+20%	+$230K	0.79%	36
2024 Q4	$1.1M	Buy	+42,132	New	+$1.15M	0.75%	36

Other funds holding DFEM

FFM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

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

Aegis Wealth Management (Maryland)'s DFEM Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.7% in Q2 2026, selling an estimated $29K and leaving 42,235 shares worth $1.72M. The position accounts for 0.81% of the portfolio, ranked #31.

Aegis Wealth Management (Maryland) first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Aegis Wealth Management (Maryland) held 42,235 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.72M as of Q2 2026.
Aegis Wealth Management (Maryland) sold 737 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $29K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.81% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #31 holding.
Aegis Wealth Management (Maryland) first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.