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 Q3	$131M	Buy	3,286,554 +75,707	+2%	+$2.99M	2.14%	10
2026 Q2	$130M	Buy	3,210,847 +119,364	+4%	+$4.69M	2.18%	10
2026 Q1	$107M	Buy	3,091,483 +269,872	+10%	+$9.6M	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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFEM Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.4% in Q3 2026, buying an estimated $2.99M and bringing the position to 3,286,554 shares worth $131M. The position accounts for 2.14% of the portfolio, ranked #10.

Forvis Mazars Wealth Advisors first reported a position in DFEM in Q3 2022 and has held it in 17 quarters since. 157 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Forvis Mazars Wealth Advisors held 3,286,554 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $131M as of Q3 2026.
Forvis Mazars Wealth Advisors bought 75,707 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $2.99M.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.14% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #10 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 17 quarters since.
157 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.