FWP
DFEM icon

Family Wealth Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Family Wealth Partners’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 		$14.5M Buy
355,940
+16,433
+5% +$646K 4.44% 4
2026
Q1 		$11.7M Buy
339,507
+37,077
+12% +$1.32M 4% 5
2025
Q4 		$10M Sell
302,430
-9,254
-3% -$302K 3.61% 6
2025
Q3 		$10M Sell
311,684
-1,669
-0.5% -$51.5K 3.75% 6
2025
Q2 		$9.3M Buy
313,353
+6,736
+2% +$185K 3.72% 7
2025
Q1 		$8.11M Buy
306,617
+20,946
+7% +$557K 3.7% 9
2024
Q4 		$7.48M Buy
285,671
+56,916
+25% +$1.55M 3.56% 7
2024
Q3 		$6.44M Buy
228,755
+7,314
+3% +$196K 3.29% 10
2024
Q2 		$5.92M Buy
221,441
+27,168
+14% +$712K 3.07% 9
2024
Q1 		$4.95M Buy
194,273
+77,903
+67% +$1.93M 2.81% 13
2023
Q4 		$2.9M Buy
+116,370
New +$2.75M 2.24% 18

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Family Wealth Partners's DFEM Position: Q2 2026 in Review

Family Wealth Partners increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4.8% in Q2 2026, buying an estimated $646K and bringing the position to 355,940 shares worth $14.5M. The position accounts for 4.44% of the portfolio, ranked #4.

Family Wealth Partners first reported a position in DFEM in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Family Wealth Partners held 355,940 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $14.5M as of Q2 2026.
  • Family Wealth Partners bought 16,433 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $646K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 4.44% of Family Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Family Wealth Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.