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Belleair Asset Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Belleair Asset 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
Q2 		$1.49M Buy
36,710
+141
+0.4% +$5.54K 1.26% 20
2026
Q1 		$1.26M Buy
36,569
+5,744
+19% +$204K 1.15% 21
2025
Q4 		$1.02M Buy
+30,825
New +$1.01M 0.97% 27

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Belleair Asset Management's DFEM Position: Q2 2026 in Review

Belleair Asset Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.39% in Q2 2026, buying an estimated $5.54K and bringing the position to 36,710 shares worth $1.49M. The position accounts for 1.26% of the portfolio, ranked #20.

Belleair Asset Management first reported a position in DFEM in Q4 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Belleair Asset Management held 36,710 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.49M as of Q2 2026.
  • Belleair Asset Management bought 141 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $5.54K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.26% of Belleair Asset Management's portfolio in Q2 2026, its #20 holding.
  • Belleair Asset Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.