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 Q2	$6.96M	Buy	171,254 +10,141	+6%	+$398K	1.82%	18
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 $7.79B 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

Claris Advisors's DFEM Position: Q2 2026 in Review

Claris Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 6.3% in Q2 2026, buying an estimated $398K and bringing the position to 171,254 shares worth $6.96M. The position accounts for 1.82% of the portfolio, ranked #18.

Claris Advisors first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Claris Advisors held 171,254 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $6.96M as of Q2 2026.
Claris Advisors bought 10,141 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $398K.
Dimensional Emerging Markets Core Equity 2 ETF made up 1.82% of Claris Advisors's portfolio in Q2 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 15 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.