Congress Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Congress Wealth Management’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
2025 Q2	$377K	Buy	12,691 +1,536	+14%	+$42.2K	﹤0.01%	1008
2025 Q1	$295K	Buy	+11,155	New	+$297K	﹤0.01%	942

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Congress Wealth Management's DFEM Position: Q2 2025 in Review

Congress Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 14% in Q2 2025, buying an estimated $42.2K and bringing the position to 12,691 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Congress Wealth Management first reported a position in DFEM in Q1 2025 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold DFEM as of Q2 2025.

Congress Wealth Management held 12,691 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $377K as of Q2 2025.
Congress Wealth Management bought 1,536 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2025, an estimated $42.2K.
Dimensional Emerging Markets Core Equity 2 ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1008 holding.
Congress Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and has held it in 2 quarters since.
453 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.