AWE
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Avidian Wealth Enterprises’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$412K Buy
10,383
+76
+0.7% +$3K 0.01% 531
2026
Q2 		$419K Buy
+10,307
New +$405K 0.01% 522

Other funds holding DFEM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Avidian Wealth Enterprises's DFEM Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.74% in Q3 2026, buying an estimated $3K and bringing the position to 10,383 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #531.

Avidian Wealth Enterprises first reported a position in DFEM in Q2 2026 and has held it in 2 quarters since. The position peaked at $419K in Q2 2026. 25 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

  • Avidian Wealth Enterprises held 10,383 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $412K as of Q3 2026.
  • Avidian Wealth Enterprises bought 76 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $3K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #531 holding.
  • Avidian Wealth Enterprises first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2026 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $419K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.