C1AG
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Client 1st Advisory Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Client 1st Advisory Group’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 		$9.35M Sell
230,175
-1,237
-0.5% -$48.6K 2.44% 11
2026
Q1 		$8M Buy
231,412
+28,072
+14% +$997K 2.43% 12
2025
Q4 		$6.73M Sell
203,340
-3,259
-2% -$107K 2.1% 12
2025
Q3 		$6.63M Sell
206,599
-5,806
-3% -$179K 2.19% 12
2025
Q2 		$6.3M Sell
212,405
-12,222
-5% -$336K 2.29% 12
2025
Q1 		$5.94M Sell
224,627
-6,715
-3% -$179K 2.31% 11
2024
Q4 		$6.06M Buy
231,342
+2,452
+1% +$66.6K 2.33% 9
2024
Q3 		$6.44M Buy
228,890
+7,931
+4% +$213K 2.56% 8
2024
Q2 		$5.91M Buy
220,959
+13,432
+6% +$352K 2.54% 7
2024
Q1 		$5.29M Buy
207,527
+24,096
+13% +$597K 2.38% 10
2023
Q4 		$4.58M Buy
183,431
+60,210
+49% +$1.42M 2.22% 11
2023
Q3 		$2.87M Buy
123,221
+80,424
+188% +$1.94M 1.52% 16
2023
Q2 		$1.03M Buy
+42,797
New +$1.02M 0.54% 34

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

Client 1st Advisory Group's DFEM Position: Q2 2026 in Review

Client 1st Advisory Group reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.53% in Q2 2026, selling an estimated $48.6K and leaving 230,175 shares worth $9.35M. The position accounts for 2.44% of the portfolio, ranked #11.

Client 1st Advisory Group first reported a position in DFEM in Q2 2023 and has held it in 13 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Client 1st Advisory Group held 230,175 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $9.35M as of Q2 2026.
  • Client 1st Advisory Group sold 1,237 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $48.6K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.44% of Client 1st Advisory Group's portfolio in Q2 2026, its #11 holding.
  • Client 1st Advisory Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.