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 Q2	$2M	Buy	49,313 +4,523	+10%	+$178K	0.74%	28
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 $7.79B 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

FMB Wealth Management's DFEM Position: Q2 2026 in Review

FMB Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 10% in Q2 2026, buying an estimated $178K and bringing the position to 49,313 shares worth $2M. The position accounts for 0.74% of the portfolio, ranked #28.

FMB Wealth Management first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

FMB Wealth Management held 49,313 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2M as of Q2 2026.
FMB Wealth Management bought 4,523 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $178K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.74% of FMB Wealth Management's portfolio in Q2 2026, its #28 holding.
FMB Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.