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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-151
Closed -$5.02K – 531
2025
Q4 		$5.02K Buy
151
+1
+0.7% +$33 ﹤0.01% 441
2025
Q3 		$4.83K Buy
150
+1
+0.7% +$31 ﹤0.01% 438
2025
Q2 		$4.44K Buy
149
+1
+0.7% +$27 ﹤0.01% 401
2025
Q1 		$3.92K Buy
148
+1
+0.7% +$27 ﹤0.01% 395
2024
Q4 		$3.88K Buy
+147
New +$4K ﹤0.01% 407

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 $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DFEM Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2026, closing a stake of 151 shares — an estimated $5.02K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DFEM in Q4 2024 and held it in 5 quarters. The position peaked at $5.02K in Q4 2025. 559 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 151 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $5.02K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and held it in 5 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Dimensional Emerging Markets Core Equity 2 ETF position peaked at $5.02K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.