Beta Wealth Group’s Dimensional Emerging Markets ex China Core Equity ETF DEXC Stock Holding History

Beta Wealth Group’s Portfolio DEXC Stock Details DEXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.05M	Sell	97,439 -5,400	-5%	-$415K	3.02%	10
2026 Q1	$6.67M	Sell	102,839 -5,308	-5%	-$350K	2.76%	13
2025 Q4	$6.55M	Sell	108,147 -4,670	-4%	-$274K	2.63%	14
2025 Q3	$6.38M	Buy	112,817 +12,375	+12%	+$685K	2.52%	15
2025 Q2	$5.48M	Buy	+100,442	New	+$5.05M	2.01%	14

Other funds holding DEXC

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BFA

Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RWRC

R.W. Roge & Company Bohemia, New York $239M AUM 23.2% 1-Year Est. Return

Beta Wealth Group's DEXC Position: Q2 2026 in Review

Beta Wealth Group reduced its Dimensional Emerging Markets ex China Core Equity ETF (DEXC) stake by 5.3% in Q2 2026, selling an estimated $415K and leaving 97,439 shares worth $8.05M. The position accounts for 3.02% of the portfolio, ranked #10.

Beta Wealth Group first reported a position in DEXC in Q2 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold DEXC as of Q2 2026.

Beta Wealth Group held 97,439 shares of Dimensional Emerging Markets ex China Core Equity ETF worth $8.05M as of Q2 2026.
Beta Wealth Group sold 5,400 Dimensional Emerging Markets ex China Core Equity ETF shares in Q2 2026, an estimated $415K.
Dimensional Emerging Markets ex China Core Equity ETF made up 3.02% of Beta Wealth Group's portfolio in Q2 2026, its #10 holding.
Beta Wealth Group first reported a position in Dimensional Emerging Markets ex China Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
57 funds tracked by Wall St. Rank held Dimensional Emerging Markets ex China Core Equity ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.