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 Q2	$7.06M	Buy	173,741 +1,196	+0.7%	+$47K	0.14%	165
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	Buy	158,762 +4,354	+3%	+$120K	0.12%	222
2025 Q1	$4.09M	Buy	154,408 +7,341	+5%	+$195K	0.14%	183
2024 Q4	$3.85M	Buy	+147,067	New	+$4M	0.13%	175

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 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

Geneos Wealth Management's DFEM Position: Q2 2026 in Review

Geneos Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.69% in Q2 2026, buying an estimated $47K and bringing the position to 173,741 shares worth $7.06M. The position accounts for 0.14% of the portfolio, ranked #165.

Geneos Wealth Management first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Geneos Wealth Management held 173,741 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $7.06M as of Q2 2026.
Geneos Wealth Management bought 1,196 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $47K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.14% of Geneos Wealth Management's portfolio in Q2 2026, its #165 holding.
Geneos Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.