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

AssuredPartners Investment 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
2026 Q1	$1.28M	Buy	36,841 +2,966	+9%	+$105K	0.14%	160
2025 Q4	$1.12M	Buy	33,875 +89	+0.3%	+$2.91K	0.17%	137
2025 Q3	$1.08M	Buy	33,786 +1,650	+5%	+$50.9K	0.24%	86
2025 Q2	$954K	Buy	32,136 +1,134	+4%	+$31.2K	0.23%	79
2025 Q1	$820K	Buy	31,002 +3,558	+13%	+$94.6K	0.16%	139
2024 Q4	$719K	Buy	+27,444	New	+$746K	0.14%	155

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

AssuredPartners Investment Advisors's DFEM Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 8.8% in Q1 2026, buying an estimated $105K and bringing the position to 36,841 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #160.

AssuredPartners Investment Advisors first reported a position in DFEM in Q4 2024 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

AssuredPartners Investment Advisors held 36,841 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.28M as of Q1 2026.
AssuredPartners Investment Advisors bought 2,966 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $105K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.14% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #160 holding.
AssuredPartners Investment Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.