FWM
DFEM icon

FMB Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

FMB Wealth Management’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
Q1 		$1.55M Sell
44,790
-566
-1% -$20.1K 0.64% 29
2025
Q4 		$1.5M Buy
45,356
+1,754
+4% +$57.3K 0.59% 30
2025
Q3 		$1.4M Buy
43,602
+14,992
+52% +$463K 0.59% 30
2025
Q2 		$849K Sell
28,610
-6,867
-19% -$189K 0.4% 38
2025
Q1 		$939K Sell
35,477
-282
-0.8% -$7.5K 0.52% 33
2024
Q4 		$937K Buy
35,759
+661
+2% +$18K 0.53% 32
2024
Q3 		$988K Buy
35,098
+13,685
+64% +$367K 0.56% 31
2024
Q2 		$572K Buy
21,413
+4,538
+27% +$119K 0.44% 42
2024
Q1 		$430K Hold
16,875
– – 0.34% 43
2023
Q4 		$421K Buy
16,875
+3,873
+30% +$91.6K 0.38% 43
2023
Q3 		$303K Buy
13,002
+1,628
+14% +$39.4K 0.33% 40
2023
Q2 		$274K Buy
11,374
+145
+1% +$3.44K 0.29% 44
2023
Q1 		$265K Buy
11,229
+415
+4% +$9.8K 0.32% 41
2022
Q4 		$243K Buy
+10,814
New +$236K 0.31% 43

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

FMB Wealth Management's DFEM Position: Q1 2026 in Review

FMB Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.2% in Q1 2026, selling an estimated $20.1K and leaving 44,790 shares worth $1.55M. The position accounts for 0.64% of the portfolio, ranked #29.

FMB Wealth Management first reported a position in DFEM in Q4 2022 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • FMB Wealth Management held 44,790 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.55M as of Q1 2026.
  • FMB Wealth Management sold 566 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $20.1K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.64% of FMB Wealth Management's portfolio in Q1 2026, its #29 holding.
  • FMB Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.