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Claris Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Claris Advisors’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 		$5.57M Buy
161,113
+6,566
+4% +$233K 1.67% 18
2025
Q4 		$5.11M Buy
154,547
+16,848
+12% +$551K 1.56% 18
2025
Q3 		$4.09M Hold
137,699
– – 1.42% 17
2025
Q2 		$4.09M Sell
137,699
-54,744
-28% -$1.51M 1.42% 17
2025
Q1 		$5.09M Sell
192,443
-3,358
-2% -$89.3K 1.9% 12
2024
Q4 		$5.13M Buy
195,801
+75,561
+63% +$2.05M 1.93% 12
2024
Q3 		$3.38M Buy
120,240
+22,501
+23% +$604K 1.47% 14
2024
Q2 		$2.61M Buy
97,739
+3,571
+4% +$93.6K 1.35% 14
2024
Q1 		$2.4M Buy
94,168
+11,005
+13% +$273K 1.21% 14
2023
Q4 		$2.08M Buy
83,163
+19,769
+31% +$468K 1.15% 14
2023
Q3 		$1.48M Buy
63,394
+29,232
+86% +$707K 0.94% 15
2023
Q2 		$822K Buy
34,162
+1,193
+4% +$28.3K 0.57% 18
2023
Q1 		$778K Buy
32,969
+9,017
+38% +$213K 0.58% 17
2022
Q4 		$538K Buy
+23,952
New +$522K 0.51% 20

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

Claris Advisors's DFEM Position: Q1 2026 in Review

Claris Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4.2% in Q1 2026, buying an estimated $233K and bringing the position to 161,113 shares worth $5.57M. The position accounts for 1.67% of the portfolio, ranked #18.

Claris Advisors first reported a position in DFEM in Q4 2022 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Claris Advisors held 161,113 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $5.57M as of Q1 2026.
  • Claris Advisors bought 6,566 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $233K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.67% of Claris Advisors's portfolio in Q1 2026, its #18 holding.
  • Claris Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.