Burton Enright Welch’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Burton Enright Welch’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	$43.6M	Buy	1,073,188 +41,560	+4%	+$1.63M	5.12%	7
2026 Q1	$35.6M	Sell	1,031,628 -1,609	-0.2%	-$57.1K	4.85%	7
2025 Q4	$34.2M	Buy	1,033,237 +37,992	+4%	+$1.24M	4.81%	7
2025 Q3	$31.9M	Buy	995,245 +53,340	+6%	+$1.65M	4.82%	7
2025 Q2	$28M	Sell	941,905 -121,910	-11%	-$3.35M	4.85%	6
2025 Q1	$28.1M	Buy	1,063,815 +2,938	+0.3%	+$78.1K	5.72%	5
2024 Q4	$27.8M	Buy	1,060,877 +75,386	+8%	+$2.05M	5.83%	5
2024 Q3	$27.7M	Buy	985,491 +59,353	+6%	+$1.59M	5.95%	5
2024 Q2	$24.8M	Buy	926,138 +49,129	+6%	+$1.29M	5.71%	5
2024 Q1	$22.4M	Buy	877,009 +117,704	+16%	+$2.92M	5.38%	5
2023 Q4	$19M	Buy	759,305 +78,997	+12%	+$1.87M	5.06%	5
2023 Q3	$15.9M	Buy	680,308 +75,344	+12%	+$1.82M	4.89%	7
2023 Q2	$14.5M	Buy	604,964 +96,548	+19%	+$2.29M	4.54%	7
2023 Q1	$12M	Buy	508,416 +56,667	+13%	+$1.34M	4.57%	7
2022 Q4	$10.1M	Buy	451,749 +128,079	+40%	+$2.79M	4.22%	8
2022 Q3	$6.62M	Sell	323,670 -105,823	-25%	-$2.43M	3.28%	8
2022 Q2	$10.1M	Buy	+429,493	New	+$10.5M	6.07%	3

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Burton Enright Welch's DFEM Position: Q2 2026 in Review

Burton Enright Welch increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4% in Q2 2026, buying an estimated $1.63M and bringing the position to 1,073,188 shares worth $43.6M. The position accounts for 5.12% of the portfolio, ranked #7.

Burton Enright Welch first reported a position in DFEM in Q2 2022 and has held it in 17 quarters since. 594 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Burton Enright Welch held 1,073,188 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $43.6M as of Q2 2026.
Burton Enright Welch bought 41,560 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $1.63M.
Dimensional Emerging Markets Core Equity 2 ETF made up 5.12% of Burton Enright Welch's portfolio in Q2 2026, its #7 holding.
Burton Enright Welch first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
594 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.