BH
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Burk Holdings’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Burk Holdings’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 		$11M Buy
318,891
+6,143
+2% +$218K 4.72% 6
2025
Q4 		$10.3M Buy
312,748
+16,251
+5% +$531K 4.93% 6
2025
Q3 		$9.51M Buy
296,497
+10,102
+4% +$312K 5.08% 5
2025
Q2 		$8.5M Buy
286,395
+22,126
+8% +$608K 5.32% 6
2025
Q1 		$6.99M Buy
264,269
+7,172
+3% +$191K 5.28% 6
2024
Q4 		$6.73M Buy
+257,097
New +$6.99M 5.44% 6

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

Burk Holdings's DFEM Position: Q1 2026 in Review

Burk Holdings increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2% in Q1 2026, buying an estimated $218K and bringing the position to 318,891 shares worth $11M. The position accounts for 4.72% of the portfolio, ranked #6.

Burk Holdings first reported a position in DFEM in Q4 2024 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Burk Holdings held 318,891 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $11M as of Q1 2026.
  • Burk Holdings bought 6,143 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $218K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 4.72% of Burk Holdings's portfolio in Q1 2026, its #6 holding.
  • Burk Holdings first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.