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

EverSource 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	$2.94M	Sell	72,277 -21,987	-23%	-$864K	0.1%	172
2026 Q1	$3.26M	Buy	94,264 +4,714	+5%	+$167K	0.1%	159
2025 Q4	$2.96M	Buy	89,550 +9,979	+13%	+$326K	0.11%	153
2025 Q3	$2.55M	Buy	79,571 +8,653	+12%	+$267K	0.1%	151
2025 Q2	$2.1M	Sell	70,918 -8,213	-10%	-$226K	0.1%	159
2025 Q1	$2.09M	Buy	79,131 +8,191	+12%	+$218K	0.12%	141
2024 Q4	$1.86M	Buy	70,940 +9,131	+15%	+$248K	0.1%	158
2024 Q3	$1.74M	Buy	61,809 +1,786	+3%	+$48K	0.11%	153
2024 Q2	$1.61M	Buy	60,023 +3,259	+6%	+$85.4K	0.11%	152
2024 Q1	$1.46M	Buy	56,764 +16,894	+42%	+$419K	0.11%	144
2023 Q4	$995K	Buy	39,870 +7,131	+22%	+$169K	0.09%	164
2023 Q3	$763K	Buy	32,739 +6,769	+26%	+$164K	0.08%	180
2023 Q2	$625K	Buy	25,970 +2,381	+10%	+$56.5K	0.07%	208
2023 Q1	$556K	Buy	23,589 +3,275	+16%	+$77.3K	0.07%	204
2022 Q4	$456K	Buy	20,314 +2,397	+13%	+$52.3K	0.07%	209
2022 Q3	$366K	Buy	+17,917	New	+$411K	0.08%	207

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

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

EverSource Wealth Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 23% in Q2 2026, selling an estimated $864K and leaving 72,277 shares worth $2.94M. The position accounts for 0.1% of the portfolio, ranked #172.

EverSource Wealth Advisors first reported a position in DFEM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.26M in Q1 2026. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

EverSource Wealth Advisors held 72,277 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.94M as of Q2 2026.
EverSource Wealth Advisors sold 21,987 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $864K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #172 holding.
EverSource Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $3.26M in Q1 2026.
595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.