Concord Wealth Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Concord Wealth Partners’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	$66.9K	Buy	+1,645	New	+$64.6K	0.01%	327
2026 Q1	–	Sell	-637	Closed	-$21.1K	–	327
2025 Q4	$21.1K	Buy	637 +4	+0.6%	+$131	﹤0.01%	433
2025 Q3	$20.3K	Buy	633 +6	+1%	+$185	﹤0.01%	454
2025 Q2	$18.6K	Buy	+627	New	+$17.2K	﹤0.01%	471

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

Concord Wealth Partners's DFEM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2026: 1,645 shares worth $66.9K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DFEM as recently as Q4 2025.

Concord Wealth Partners first reported a position in DFEM in Q2 2025 and has held it in 4 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Concord Wealth Partners held 1,645 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $66.9K as of Q2 2026.
Dimensional Emerging Markets Core Equity 2 ETF was a new Concord Wealth Partners position in Q2 2026.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #327 holding.
Concord Wealth Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.