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Forvis Mazars Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Forvis Mazars Wealth Advisors’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 		$107M Buy
3,091,483
+269,872
+10% +$9.59M 2.03% 11
2025
Q4 		$93.3M Buy
2,821,611
+917,093
+48% +$30M 1.76% 11
2025
Q3 		$61.1M Buy
1,904,518
+788,994
+71% +$24.4M 1.21% 14
2025
Q2 		$33.1M Sell
1,115,524
-176,967
-14% -$4.87M 0.71% 24
2025
Q1 		$34.2M Sell
1,292,491
-376,658
-23% -$10M 0.82% 22
2024
Q4 		$43.7M Sell
1,669,149
-178,007
-10% -$4.84M 1.01% 20
2024
Q3 		$52M Sell
1,847,156
-45,813
-2% -$1.23M 1.2% 16
2024
Q2 		$50.6M Buy
1,892,969
+41,897
+2% +$1.1M 1.26% 15
2024
Q1 		$47.2M Buy
1,851,072
+64,179
+4% +$1.59M 1.2% 19
2023
Q4 		$44.6M Buy
1,786,893
+71,358
+4% +$1.69M 1.24% 18
2023
Q3 		$40M Buy
1,715,535
+93,464
+6% +$2.26M 1.21% 18
2023
Q2 		$39M Buy
1,622,071
+126,606
+8% +$3M 1.14% 19
2023
Q1 		$35.3M Buy
1,495,465
+180,782
+14% +$4.27M 1.15% 18
2022
Q4 		$29.5M Buy
1,314,683
+554,165
+73% +$12.1M 1.03% 16
2022
Q3 		$15.5M Buy
+760,518
New +$17.5M 0.63% 31

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
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFEM Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 9.6% in Q1 2026, buying an estimated $9.59M and bringing the position to 3,091,483 shares worth $107M. The position accounts for 2.03% of the portfolio, ranked #11.

Forvis Mazars Wealth Advisors first reported a position in DFEM in Q3 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 3,091,483 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $107M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 269,872 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $9.59M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.