FFM
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Forum Financial Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Forum Financial 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 		$641M Sell
15,767,639
-636,651
-4% -$25M 8.23% 4
2026
Q1 		$567M Sell
16,404,290
-1,181,084
-7% -$41.9M 8.02% 5
2025
Q4 		$582M Buy
17,585,374
+347,743
+2% +$11.4M 7.57% 4
2025
Q3 		$553M Buy
17,237,631
+447,872
+3% +$13.8M 7.57% 4
2025
Q2 		$498M Buy
16,789,759
+208,400
+1% +$5.73M 7.58% 4
2025
Q1 		$439M Buy
16,581,359
+253,481
+2% +$6.74M 7.26% 5
2024
Q4 		$428M Buy
16,327,878
+761,829
+5% +$20.7M 7.09% 4
2024
Q3 		$438M Buy
15,566,049
+493,339
+3% +$13.2M 7.29% 5
2024
Q2 		$403M Sell
15,072,710
-749,866
-5% -$19.7M 7.29% 4
2024
Q1 		$403M Buy
15,822,576
+262,044
+2% +$6.5M 6.89% 5
2023
Q4 		$388M Buy
15,560,532
+2,016,884
+15% +$47.7M 7.32% 5
2023
Q3 		$316M Buy
13,543,648
+1,400,129
+12% +$33.9M 6.98% 5
2023
Q2 		$292M Buy
12,143,519
+5,956,937
+96% +$141M 6.54% 5
2023
Q1 		$146M Buy
6,186,582
+1,908,929
+45% +$45.1M 4.22% 5
2022
Q4 		$96.1M Buy
4,277,653
+2,891,727
+209% +$63M 3.17% 5
2022
Q3 		$28.3M Buy
1,385,926
+1,203,728
+661% +$27.6M 1.37% 11
2022
Q2 		$4.29M Buy
+182,198
New +$4.46M 0.22% 31

Other funds holding DFEM

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
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Forum Financial Management's DFEM Position: Q2 2026 in Review

Forum Financial Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.9% in Q2 2026, selling an estimated $25M and leaving 15,767,639 shares worth $641M. The position accounts for 8.23% of the portfolio, ranked #4.

Forum Financial Management first reported a position in DFEM in Q2 2022 and has held it in 17 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Forum Financial Management held 15,767,639 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $641M as of Q2 2026.
  • Forum Financial Management sold 636,651 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $25M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 8.23% of Forum Financial Management's portfolio in Q2 2026, its #4 holding.
  • Forum Financial Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.