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Calton & Associates’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Calton & 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
Q2 		$357K Buy
8,793
+937
+12% +$36.8K 0.05% 274
2026
Q1 		$271K Buy
+7,856
New +$279K 0.04% 343

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
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
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

Calton & Associates's DFEM Position: Q2 2026 in Review

Calton & Associates increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 12% in Q2 2026, buying an estimated $36.8K and bringing the position to 8,793 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #274.

Calton & Associates first reported a position in DFEM in Q1 2026 and has held it in 2 quarters since. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Calton & Associates held 8,793 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $357K as of Q2 2026.
  • Calton & Associates bought 937 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $36.8K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #274 holding.
  • Calton & Associates first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • 597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.