EFS
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Essex Financial Services’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Essex Financial Services’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 		$645K Buy
+15,868
New +$623K 0.03% 419

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 $103B AUM 28.65% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Essex Financial Services's DFEM Position: Q2 2026 in Review

Essex Financial Services opened a new position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2026: 15,868 shares worth $645K. The stake represents 0.03% of the portfolio and ranks #419 among its holdings.

500 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Essex Financial Services held 15,868 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $645K as of Q2 2026.
  • Dimensional Emerging Markets Core Equity 2 ETF was a new Essex Financial Services position in Q2 2026.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #419 holding.
  • 500 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.