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 Q3	$5.11M	Sell	128,713 -11,956	-8%	-$472K	0.82%	25
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Helen Stephens Group's DFEM Position: Q3 2026 in Review

Helen Stephens Group reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 8.5% in Q3 2026, selling an estimated $472K and leaving 128,713 shares worth $5.11M. The position accounts for 0.82% of the portfolio, ranked #25.

Helen Stephens Group first reported a position in DFEM in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.72M in Q2 2026. 290 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Helen Stephens Group held 128,713 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $5.11M as of Q3 2026.
Helen Stephens Group sold 11,956 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $472K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.82% of Helen Stephens Group's portfolio in Q3 2026, its #25 holding.
Helen Stephens Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 17 quarters since.
Helen Stephens Group's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $5.72M in Q2 2026.
290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.