AFA
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Avant Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Avant Financial 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
Q2 		$5.57M Sell
137,051
-422
-0.3% -$16.6K 3.47% 8
2026
Q1 		$4.75M Buy
137,473
+436
+0.3% +$15.5K 3.34% 9
2025
Q4 		$4.53M Buy
137,037
+1,690
+1% +$55.2K 3.26% 9
2025
Q3 		$4.34M Buy
135,347
+1,157
+0.9% +$35.7K 3.27% 9
2025
Q2 		$3.98M Buy
134,190
+773
+0.6% +$21.3K 3.28% 9
2025
Q1 		$3.53M Buy
133,417
+325
+0.2% +$8.64K 3.2% 10
2024
Q4 		$3.49M Buy
+133,092
New +$3.62M 3.2% 9

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Avant Financial Advisors's DFEM Position: Q2 2026 in Review

Avant Financial Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.31% in Q2 2026, selling an estimated $16.6K and leaving 137,051 shares worth $5.57M. The position accounts for 3.47% of the portfolio, ranked #8.

Avant Financial Advisors first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Avant Financial Advisors held 137,051 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $5.57M as of Q2 2026.
  • Avant Financial Advisors sold 422 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $16.6K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 3.47% of Avant Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Avant Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 213 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.