Great Valley Advisor Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Great Valley Advisor Group’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	$1.13M	Buy	27,764 +5,870	+27%	+$231K	0.02%	520
2026 Q1	$757K	Buy	21,894 +2,302	+12%	+$81.8K	0.01%	561
2025 Q4	$648K	Sell	19,592 -2,998	-13%	-$98K	0.01%	567
2025 Q3	$725K	Buy	22,590 +1,834	+9%	+$56.6K	0.01%	544
2025 Q2	$616K	Buy	20,756 +9,114	+78%	+$251K	0.01%	556
2025 Q1	$308K	Buy	+11,642	New	+$310K	0.01%	719

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

Great Valley Advisor Group's DFEM Position: Q2 2026 in Review

Great Valley Advisor Group increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 27% in Q2 2026, buying an estimated $231K and bringing the position to 27,764 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #520.

Great Valley Advisor Group first reported a position in DFEM in Q1 2025 and has held it in 6 quarters since. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Great Valley Advisor Group held 27,764 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.13M as of Q2 2026.
Great Valley Advisor Group bought 5,870 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $231K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #520 holding.
Great Valley Advisor Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.