HIG
DFEM icon

Heritage Investment Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Heritage Investment 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 		$23.2M Buy
571,797
+2,600
+0.5% +$102K 3.12% 10
2026
Q1 		$19.7M Buy
569,197
+10,246
+2% +$364K 2.98% 11
2025
Q4 		$18.5M Buy
558,951
+31,666
+6% +$1.03M 2.81% 10
2025
Q3 		$16.9M Buy
527,285
+23,811
+5% +$735K 2.71% 11
2025
Q2 		$14.9M Sell
503,474
-29,044
-5% -$798K 2.58% 11
2025
Q1 		$14.1M Buy
532,518
+53,899
+11% +$1.43M 2.65% 11
2024
Q4 		$12.5M Buy
478,619
+44,366
+10% +$1.21M 2.34% 11
2024
Q3 		$12.2M Buy
434,253
+31,121
+8% +$836K 2.33% 11
2024
Q2 		$10.8M Buy
403,132
+27,121
+7% +$711K 2.22% 11
2024
Q1 		$9.59M Buy
376,011
+46,590
+14% +$1.15M 1.97% 12
2023
Q4 		$8.22M Buy
329,421
+62,000
+23% +$1.47M 1.83% 12
2023
Q3 		$6.23M Buy
267,421
+62,575
+31% +$1.51M 1.7% 11
2023
Q2 		$4.93M Buy
+204,846
New +$4.86M 1.37% 11

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

Heritage Investment Group's DFEM Position: Q2 2026 in Review

Heritage Investment Group increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.46% in Q2 2026, buying an estimated $102K and bringing the position to 571,797 shares worth $23.2M. The position accounts for 3.12% of the portfolio, ranked #10.

Heritage Investment Group first reported a position in DFEM in Q2 2023 and has held it in 13 quarters since. 333 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Heritage Investment Group held 571,797 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $23.2M as of Q2 2026.
  • Heritage Investment Group bought 2,600 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $102K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 3.12% of Heritage Investment Group's portfolio in Q2 2026, its #10 holding.
  • Heritage Investment Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • 333 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.