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Excelsior Advisor Network’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Excelsior Advisor Network’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 		$558K Sell
13,725
-37
-0.3% -$1.45K 0.07% 247
2026
Q1 		$475K Buy
13,762
+413
+3% +$14.7K 0.18% 111
2025
Q4 		$442K Buy
+13,349
New +$436K 0.21% 95

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

Excelsior Advisor Network's DFEM Position: Q2 2026 in Review

Excelsior Advisor Network reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.27% in Q2 2026, selling an estimated $1.45K and leaving 13,725 shares worth $558K. The position accounts for 0.07% of the portfolio, ranked #247.

Excelsior Advisor Network first reported a position in DFEM in Q4 2025 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Excelsior Advisor Network held 13,725 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $558K as of Q2 2026.
  • Excelsior Advisor Network sold 37 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $1.45K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.07% of Excelsior Advisor Network's portfolio in Q2 2026, its #247 holding.
  • Excelsior Advisor Network first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.