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

HB 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	$7.18M	Sell	176,573 -11,422	-6%	-$449K	0.04%	220
2026 Q1	$6.5M	Sell	187,995 -12,791	-6%	-$454K	0.04%	216
2025 Q4	$6.64M	Sell	200,786 -122	-0.1%	-$3.99K	0.04%	216
2025 Q3	$6.44M	Sell	200,908 -2,085	-1%	-$64.4K	0.04%	217
2025 Q2	$6.02M	Buy	202,993 +108,337	+114%	+$2.98M	0.05%	199
2025 Q1	$2.5M	Buy	+94,656	New	+$2.52M	0.02%	339

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

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

HB Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 6.1% in Q2 2026, selling an estimated $449K and leaving 176,573 shares worth $7.18M. The position accounts for 0.04% of the portfolio, ranked #220.

HB Wealth Management 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.

HB Wealth Management held 176,573 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $7.18M as of Q2 2026.
HB Wealth Management sold 11,422 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $449K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #220 holding.
HB Wealth Management 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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.