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

EP Wealth Advisors’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 		$5.94M Buy
146,226
+9,589
+7% +$377K 0.02% 351
2026
Q1 		$4.72M Sell
136,637
-3,433
-2% -$122K 0.02% 321
2025
Q4 		$4.63M Buy
+140,070
New +$4.58M 0.02% 294
2025
Q2 		$4.88M Sell
164,283
-45,836
-22% -$1.26M 0.03% 267
2025
Q1 		$5.56M Buy
210,119
+20,683
+11% +$550K 0.04% 210
2024
Q4 		$4.96M Buy
189,436
+163,975
+644% +$4.46M 0.04% 219
2024
Q3 		$717K Sell
25,461
-510
-2% -$13.7K 0.01% 583
2024
Q2 		$694K Buy
25,971
+82
+0.3% +$2.15K 0.01% 469
2024
Q1 		$660K Sell
25,889
-3,645
-12% -$90.4K 0.01% 456
2023
Q4 		$737K Buy
29,534
+12,016
+69% +$284K 0.01% 419
2023
Q3 		$408K Buy
17,518
+7,768
+80% +$188K 0.01% 497
2023
Q2 		$575K Hold
9,750
– – 0.01% 438
2023
Q1 		$414K Buy
+9,750
New +$230K 0.01% 431

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

EP Wealth Advisors's DFEM Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 7% in Q2 2026, buying an estimated $377K and bringing the position to 146,226 shares worth $5.94M. The position accounts for 0.02% of the portfolio, ranked #351.

EP Wealth Advisors first reported a position in DFEM in Q1 2023 and has held it in 13 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • EP Wealth Advisors held 146,226 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $5.94M as of Q2 2026.
  • EP Wealth Advisors bought 9,589 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $377K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #351 holding.
  • EP Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.