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

HBE 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 		$8.28M Buy
203,626
+45,118
+28% +$1.77M 5.94% 7
2026
Q1 		$5.48M Buy
158,508
+11,927
+8% +$424K 4.77% 8
2025
Q4 		$4.85M Buy
+146,581
New +$4.79M 4.56% 8

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

HBE Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 28% in Q2 2026, buying an estimated $1.77M and bringing the position to 203,626 shares worth $8.28M. The position accounts for 5.94% of the portfolio, ranked #7.

HBE Wealth Management first reported a position in DFEM in Q4 2025 and has held it in 3 quarters since. 592 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • HBE Wealth Management held 203,626 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $8.28M as of Q2 2026.
  • HBE Wealth Management bought 45,118 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $1.77M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 5.94% of HBE Wealth Management's portfolio in Q2 2026, its #7 holding.
  • HBE Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 592 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on HBE Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.