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

Core 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
2026 Q1	$1.68M	Sell	48,622 -1,786	-4%	-$63.4K	0.51%	10
2025 Q4	$1.67M	Buy	50,408 +721	+1%	+$23.6K	0.52%	9
2025 Q3	$1.59M	Buy	49,687 +5,423	+12%	+$167K	0.51%	9
2025 Q2	$1.31M	Sell	44,264 -7,464	-14%	-$205K	0.46%	9
2025 Q1	$1.37M	Buy	51,728 +5,612	+12%	+$149K	0.53%	9
2024 Q4	$1.21M	Buy	46,116 +9	+0%	+$245	0.47%	9
2024 Q3	$1.23M	Hold	46,107	–	–	0.5%	9
2024 Q2	$1.23M	Buy	46,107 +205	+0.4%	+$5.37K	0.5%	9
2024 Q1	$1.17M	Buy	45,902 +548	+1%	+$13.6K	0.51%	7
2023 Q4	$1.13M	Buy	45,354 +1,351	+3%	+$32K	0.54%	8
2023 Q3	$1.03M	Buy	44,003 +4,942	+13%	+$120K	0.53%	7
2023 Q2	$939K	Buy	39,061 +819	+2%	+$19.4K	0.48%	9
2023 Q1	$902K	Sell	38,242 -15	-0%	-$354	0.49%	9
2022 Q4	$859K	Buy	+38,257	New	+$834K	0.49%	9

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Core Wealth Management's DFEM Position: Q1 2026 in Review

Core Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.5% in Q1 2026, selling an estimated $63.4K and leaving 48,622 shares worth $1.68M. The position accounts for 0.51% of the portfolio, ranked #10.

Core Wealth Management first reported a position in DFEM in Q4 2022 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Core Wealth Management held 48,622 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.68M as of Q1 2026.
Core Wealth Management sold 1,786 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $63.4K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.51% of Core Wealth Management's portfolio in Q1 2026, its #10 holding.
Core Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.