HIA
DFEM icon

HTG Investment Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

HTG Investment Advisors’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
Q1 		$10.4M Buy
300,436
+5,738
+2% +$204K 2.95% 12
2025
Q4 		$9.75M Buy
294,698
+11,184
+4% +$366K 3% 12
2025
Q3 		$9.09M Buy
283,514
+4,607
+2% +$142K 3.06% 11
2025
Q2 		$8.28M Sell
278,907
-16,311
-6% -$448K 3.08% 11
2025
Q1 		$7.81M Buy
295,218
+11,159
+4% +$297K 3.26% 11
2024
Q4 		$7.44M Buy
284,059
+8,133
+3% +$221K 3.4% 10
2024
Q3 		$7.77M Buy
275,926
+12,497
+5% +$336K 3.66% 10
2024
Q2 		$7.04M Buy
263,429
+6,809
+3% +$179K 3.8% 9
2024
Q1 		$6.54M Buy
256,620
+24,470
+11% +$607K 3.79% 9
2023
Q4 		$5.79M Buy
232,150
+11,404
+5% +$270K 3.78% 9
2023
Q3 		$5.15M Buy
220,746
+8,835
+4% +$214K 4.12% 9
2023
Q2 		$5.1M Buy
211,911
+6,523
+3% +$155K 4.21% 6
2023
Q1 		$4.85M Buy
205,388
+11,398
+6% +$269K 4.42% 6
2022
Q4 		$4.36M Buy
+193,990
New +$4.23M 4.41% 6

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

HTG Investment Advisors's DFEM Position: Q1 2026 in Review

HTG Investment Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.9% in Q1 2026, buying an estimated $204K and bringing the position to 300,436 shares worth $10.4M. The position accounts for 2.95% of the portfolio, ranked #12.

HTG Investment Advisors first reported a position in DFEM in Q4 2022 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • HTG Investment Advisors held 300,436 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $10.4M as of Q1 2026.
  • HTG Investment Advisors bought 5,738 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $204K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.95% of HTG Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • HTG Investment Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.