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Geneos Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Geneos Wealth 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
Q1 		$5.96M Buy
172,545
+12,984
+8% +$461K 0.14% 178
2025
Q4 		$5.28M Sell
159,561
-5,116
-3% -$167K 0.13% 198
2025
Q3 		$5.28M Buy
164,677
+5,915
+4% +$183K 0.13% 196
2025
Q2 		$4.71M Sell
158,762
-150,258
-49% -$4.13M 0.12% 222
2025
Q1 		$8.18M Buy
309,020
+161,953
+110% +$4.31M 0.12% 206
2024
Q4 		$3.85M Buy
+147,067
New +$4M 0.13% 175

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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Geneos Wealth Management's DFEM Position: Q1 2026 in Review

Geneos Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 8.1% in Q1 2026, buying an estimated $461K and bringing the position to 172,545 shares worth $5.96M. The position accounts for 0.14% of the portfolio, ranked #178.

Geneos Wealth Management first reported a position in DFEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.18M in Q1 2025. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Geneos Wealth Management held 172,545 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $5.96M as of Q1 2026.
  • Geneos Wealth Management bought 12,984 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $461K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.14% of Geneos Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Geneos Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $8.18M in Q1 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.