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

Clearstead 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	$349K	Sell	8,596 -30	-0.3%	-$1.18K	﹤0.01%	876
2026 Q1	$298K	Sell	8,626 -694	-7%	-$24.6K	﹤0.01%	864
2025 Q4	$308K	Buy	9,320 +6	+0.1%	+$196	﹤0.01%	803
2025 Q3	$299K	Sell	9,314 -105	-1%	-$3.24K	﹤0.01%	783
2025 Q2	$280K	Sell	9,419 -9	-0.1%	-$247	﹤0.01%	792
2025 Q1	$249K	Sell	9,428 -4,136	-30%	-$110K	﹤0.01%	758
2024 Q4	$355K	Sell	13,564 -1,695	-11%	-$46.1K	0.01%	669
2024 Q3	$430K	Sell	15,259 -9	-0.1%	-$242	0.01%	609
2024 Q2	$408K	Buy	+15,268	New	+$400K	0.01%	584
2024 Q1	–	Sell	-1,611	Closed	-$40.2K	–	1559
2023 Q4	$40.2K	Buy	+1,611	New	+$38.1K	﹤0.01%	797

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

Clearstead Advisors's DFEM Position: Q2 2026 in Review

Clearstead Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.35% in Q2 2026, selling an estimated $1.18K and leaving 8,596 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Clearstead Advisors first reported a position in DFEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $430K in Q3 2024. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Clearstead Advisors held 8,596 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $349K as of Q2 2026.
Clearstead Advisors sold 30 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $1.18K.
Dimensional Emerging Markets Core Equity 2 ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #876 holding.
Clearstead Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
Clearstead Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $430K in Q3 2024.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.