HBK Sorce Advisory’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

HBK Sorce Advisory’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	$131M	Buy	3,354,929 +105,412	+3%	+$4.14M	2.49%	7
2026 Q1	$133M	Buy	3,249,517 +131,004	+4%	+$4.65M	2.63%	7
2025 Q4	$113M	Buy	3,118,513 +3,036,269	+3,692%	+$99.2M	2.59%	5
2025 Q3	$2.66M	Buy	82,244 +44,761	+119%	+$1.38M	0.07%	123
2025 Q2	$1.11M	Sell	37,483 -460	-1%	-$12.6K	0.03%	207
2025 Q1	$1M	Buy	37,943 +2,863	+8%	+$76.1K	0.03%	213
2024 Q4	$919K	Buy	35,080 +2,030	+6%	+$55.2K	0.03%	227
2024 Q3	$930K	Buy	33,050 +2,350	+8%	+$63.1K	0.03%	229
2024 Q2	$821K	Buy	30,700 +90	+0.3%	+$2.36K	0.03%	234
2024 Q1	$780K	Buy	30,610 +165	+0.5%	+$4.09K	0.03%	259
2023 Q4	$760K	Buy	+30,445	New	+$720K	0.03%	245

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

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

HBK Sorce Advisory's DFEM Position: Q2 2026 in Review

HBK Sorce Advisory increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.2% in Q2 2026, buying an estimated $4.14M and bringing the position to 3,354,929 shares worth $131M. The position accounts for 2.49% of the portfolio, ranked #7.

HBK Sorce Advisory first reported a position in DFEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $133M in Q1 2026. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

HBK Sorce Advisory held 3,354,929 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $131M as of Q2 2026.
HBK Sorce Advisory bought 105,412 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $4.14M.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.49% of HBK Sorce Advisory's portfolio in Q2 2026, its #7 holding.
HBK Sorce Advisory first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
HBK Sorce Advisory's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $133M in Q1 2026.
595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.