HFS
DFEM icon

Heritage Financial Services’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Heritage Financial Services’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
2025
Q4 		$57.6M Sell
1,741,258
-49,235
-3% -$1.61M 4.81% 5
2025
Q3 		$57.4M Sell
1,790,493
-35,632
-2% -$1.1M 5.16% 5
2025
Q2 		$54.2M Sell
1,826,125
-35,795
-2% -$984K 5.22% 5
2025
Q1 		$49.3M Sell
1,861,920
-559,983
-23% -$14.9M 4.88% 5
2024
Q4 		$63.4M Buy
2,421,903
+93,568
+4% +$2.54M 8.42% 4
2024
Q3 		$65.5M Buy
2,328,335
+84,454
+4% +$2.27M 8.71% 4
2024
Q2 		$60M Buy
2,243,881
+61,331
+3% +$1.61M 8.6% 4
2024
Q1 		$55.6M Buy
+2,182,550
New +$54.1M 8.28% 4

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Heritage Financial Services's DFEM Position: Q4 2025 in Review

Heritage Financial Services reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.7% in Q4 2025, selling an estimated $1.61M and leaving 1,741,258 shares worth $57.6M. The position accounts for 4.81% of the portfolio, ranked #5.

Heritage Financial Services first reported a position in DFEM in Q1 2024 and has held it in 8 quarters since. The position peaked at $65.5M in Q3 2024. 528 funds tracked by Wall St. Rank hold DFEM as of Q4 2025.

  • Heritage Financial Services held 1,741,258 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $57.6M as of Q4 2025.
  • Heritage Financial Services sold 49,235 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2025, an estimated $1.61M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 4.81% of Heritage Financial Services's portfolio in Q4 2025, its #5 holding.
  • Heritage Financial Services first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2024 and has held it in 8 quarters since.
  • Heritage Financial Services's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $65.5M in Q3 2024.
  • 528 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.