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

Corient Private Wealth’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	$95.1M	Sell	2,340,768 -4,694,778	-67%	-$184M	0.13%	150
2026 Q1	$243M	Sell	7,035,546 -30,819	-0.4%	-$1.09M	0.35%	59
2025 Q4	$234M	Buy	7,066,365 +1,319,687	+23%	+$43.1M	0.32%	64
2025 Q3	$185M	Sell	5,746,678 -837,514	-13%	-$25.9M	0.29%	70
2025 Q2	$196M	Buy	6,584,192 +96,565	+1%	+$2.65M	0.26%	71
2025 Q1	$172M	Buy	6,487,627 +563,789	+10%	+$15M	0.28%	72
2024 Q4	$155M	Buy	5,923,838 +159,462	+3%	+$4.33M	0.26%	87
2024 Q3	$162M	Buy	5,764,376 +301,644	+6%	+$8.1M	0.25%	91
2024 Q2	$146M	Buy	5,462,732 +398,975	+8%	+$10.5M	0.25%	86
2024 Q1	$129M	Buy	5,063,757 +407,518	+9%	+$10.1M	0.23%	104
2023 Q4	$116M	Buy	4,656,239 +238,906	+5%	+$5.65M	0.21%	108
2023 Q3	$103M	Buy	4,417,333 +397,797	+10%	+$9.62M	0.24%	101
2023 Q2	$96.7M	Buy	4,019,536 +404,374	+11%	+$9.59M	0.22%	108
2023 Q1	$85.3M	Buy	3,615,162 +441,778	+14%	+$10.4M	0.23%	109
2022 Q4	$71.3M	Buy	+3,173,384	New	+$69.2M	0.26%	99

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

Corient Private Wealth's DFEM Position: Q2 2026 in Review

Corient Private Wealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 67% in Q2 2026, selling an estimated $184M and leaving 2,340,768 shares worth $95.1M. The position accounts for 0.13% of the portfolio, ranked #150.

Corient Private Wealth first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $243M in Q1 2026. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Corient Private Wealth held 2,340,768 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $95.1M as of Q2 2026.
Corient Private Wealth sold 4,694,778 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $184M.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.13% of Corient Private Wealth's portfolio in Q2 2026, its #150 holding.
Corient Private Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $243M in Q1 2026.
595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.