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

Grand 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 		$3.78M Sell
109,397
-9,834
-8% -$349K 1.78% 14
2025
Q4 		$3.94M Sell
119,231
-111
-0.1% -$3.63K 1.79% 14
2025
Q3 		$3.83M Sell
119,342
-1,721
-1% -$53.1K 1.85% 14
2025
Q2 		$3.59M Buy
121,063
+6,086
+5% +$167K 1.85% 13
2025
Q1 		$3.04M Buy
114,977
+5,974
+5% +$159K 1.67% 13
2024
Q4 		$2.85M Buy
109,003
+9,289
+9% +$252K 1.59% 15
2024
Q3 		$2.81M Sell
99,714
-22,390
-18% -$601K 1.58% 12
2024
Q2 		$3.26M Sell
122,104
-42,723
-26% -$1.12M 1.94% 11
2024
Q1 		$4.2M Buy
164,827
+2,539
+2% +$62.9K 2% 11
2023
Q4 		$4.05M Sell
162,288
-2,386
-1% -$56.4K 2.2% 9
2023
Q3 		$3.84M Buy
164,674
+538
+0.3% +$13K 2.35% 8
2023
Q2 		$3.95M Sell
164,136
-3,593
-2% -$85.2K 2.35% 8
2023
Q1 		$3.96M Sell
167,729
-13,080
-7% -$309K 2.38% 9
2022
Q4 		$4.06M Buy
180,809
+103,797
+135% +$2.26M 2.53% 10
2022
Q3 		$1.57M Buy
+77,012
New +$1.77M 0.83% 21

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

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

Grand Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 8.2% in Q1 2026, selling an estimated $349K and leaving 109,397 shares worth $3.78M. The position accounts for 1.78% of the portfolio, ranked #14.

Grand Wealth Management first reported a position in DFEM in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.2M in Q1 2024. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Grand Wealth Management held 109,397 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.78M as of Q1 2026.
  • Grand Wealth Management sold 9,834 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $349K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.78% of Grand Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Grand Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
  • Grand Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $4.2M in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.