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Axxcess Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Axxcess Wealth Management’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 		– Sell
-86,823
Closed -$2.87M – 530
2025
Q4 		$2.87M Buy
86,823
+8,780
+11% +$287K 0.05% 307
2025
Q3 		$2.5M Sell
78,043
-8,845
-10% -$273K 0.05% 270
2025
Q2 		$2.58M Sell
86,888
-1,986
-2% -$54.6K 0.06% 246
2025
Q1 		$2.35M Buy
+88,874
New +$2.36M 0.06% 240

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
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
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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
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
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

Axxcess Wealth Management's DFEM Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2026, closing a stake of 86,823 shares — an estimated $2.87M sold.

Axxcess Wealth Management first reported a position in DFEM in Q1 2025 and held it in 4 quarters. The position peaked at $2.87M in Q4 2025. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 86,823 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $2.87M.
  • Axxcess Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and held it in 4 quarters.
  • Axxcess Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $2.87M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.