FMWA
DFEM icon

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
Q2 		$130M Buy
3,210,847
+119,364
+4% +$4.69M 2.18% 10
2026
Q1 		$107M Buy
3,091,483
+269,872
+10% +$9.59M 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 $7.79B AUM 20.38% 1-Year Est. Return
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
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

Forvis Mazars Wealth Advisors's DFEM Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.9% in Q2 2026, buying an estimated $4.69M and bringing the position to 3,210,847 shares worth $130M. The position accounts for 2.18% of the portfolio, ranked #10.

Forvis Mazars Wealth Advisors first reported a position in DFEM in Q3 2022 and has held it in 16 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 3,210,847 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $130M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 119,364 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $4.69M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.18% of Forvis Mazars Wealth Advisors's portfolio in Q2 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 16 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.