C.M. Bidwell & Associates’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

C.M. Bidwell & Associates’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	$225K	Buy	6,498 +108	+2%	+$3.84K	0.1%	127
2025 Q4	$211K	Hold	6,390	–	–	0.1%	130
2025 Q3	$205K	Hold	6,390	–	–	0.1%	127
2025 Q2	$190K	Hold	6,390	–	–	0.1%	135
2025 Q1	$169K	Sell	6,390 -783	-11%	-$20.8K	0.1%	135
2024 Q4	$188K	Sell	7,173 -1,001	-12%	-$27.2K	0.11%	129
2024 Q3	$230K	Buy	8,174 +1,402	+21%	+$37.6K	0.14%	108
2024 Q2	$181K	Sell	6,772 -7,687	-53%	-$202K	0.12%	126
2024 Q1	$369K	Buy	14,459 +4,467	+45%	+$111K	0.25%	72
2023 Q4	$249K	Buy	9,992 +1,054	+12%	+$24.9K	0.18%	97
2023 Q3	$208K	Sell	8,938 -1,122	-11%	-$27.1K	0.16%	111
2023 Q2	$242K	Hold	10,060	–	–	0.18%	101
2023 Q1	$237K	Buy	10,060 +884	+10%	+$20.9K	0.18%	94
2022 Q4	$206K	Buy	9,176 +7,579	+475%	+$165K	0.16%	123
2022 Q3	$33K	Buy	+1,597	New	+$36.6K	0.03%	298

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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 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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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 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

C.M. Bidwell & Associates's DFEM Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.7% in Q1 2026, buying an estimated $3.84K and bringing the position to 6,498 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #127.

C.M. Bidwell & Associates first reported a position in DFEM in Q3 2022 and has held it in 15 quarters since. The position peaked at $369K in Q1 2024. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

C.M. Bidwell & Associates held 6,498 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $225K as of Q1 2026.
C.M. Bidwell & Associates bought 108 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $3.84K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.1% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #127 holding.
C.M. Bidwell & Associates first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
C.M. Bidwell & Associates's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $369K in Q1 2024.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.