HSG
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Helen Stephens Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Helen Stephens 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 		$5.72M Buy
140,669
+13,522
+11% +$531K 0.97% 21
2026
Q1 		$4.39M Buy
127,147
+29,407
+30% +$1.04M 0.88% 24
2025
Q4 		$3.23M Buy
97,740
+4,866
+5% +$159K 0.68% 25
2025
Q3 		$2.98M Buy
92,874
+293
+0.3% +$9.04K 0.66% 26
2025
Q2 		$2.75M Buy
92,581
+35,703
+63% +$982K 0.68% 24
2025
Q1 		$1.5M Buy
56,878
+2,085
+4% +$55.4K 0.43% 34
2024
Q4 		$1.44M Sell
54,793
-3,821
-7% -$104K 0.43% 33
2024
Q3 		$1.65M Buy
58,614
+4,095
+8% +$110K 0.5% 29
2024
Q2 		$1.46M Sell
54,519
-56
-0.1% -$1.47K 0.5% 30
2024
Q1 		$1.39M Sell
54,575
-1,478
-3% -$36.6K 0.54% 29
2023
Q4 		$1.4M Buy
56,053
+2,596
+5% +$61.4K 0.63% 27
2023
Q3 		$1.25M Buy
53,457
+1,601
+3% +$38.7K 0.64% 27
2023
Q2 		$1.25M Sell
51,856
-399
-0.8% -$9.47K 0.63% 27
2023
Q1 		$1.23M Buy
52,255
+1,379
+3% +$32.6K 0.64% 29
2022
Q4 		$1.14M Buy
50,876
+1,887
+4% +$41.1K 0.68% 28
2022
Q3 		$1M Buy
+48,989
New +$1.12M 0.7% 26

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Helen Stephens Group's DFEM Position: Q2 2026 in Review

Helen Stephens Group increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 11% in Q2 2026, buying an estimated $531K and bringing the position to 140,669 shares worth $5.72M. The position accounts for 0.97% of the portfolio, ranked #21.

Helen Stephens Group first reported a position in DFEM in Q3 2022 and has held it in 16 quarters since. 311 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Helen Stephens Group held 140,669 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $5.72M as of Q2 2026.
  • Helen Stephens Group bought 13,522 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $531K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.97% of Helen Stephens Group's portfolio in Q2 2026, its #21 holding.
  • Helen Stephens Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.