Integrated Wealth Concepts’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Integrated Wealth Concepts’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	$24M	Buy	590,374 +321,551	+120%	+$12.6M	0.12%	166
2026 Q1	$9.29M	Buy	268,823 +492	+0.2%	+$17.5K	0.07%	259
2025 Q4	$8.88M	Buy	268,331 +6,146	+2%	+$201K	0.11%	179
2025 Q3	$8.41M	Buy	262,185 +102,463	+64%	+$3.16M	0.08%	251
2025 Q2	$4.74M	Buy	159,722 +24,641	+18%	+$677K	0.05%	349
2025 Q1	$3.57M	Buy	135,081 +11,383	+9%	+$303K	0.04%	401
2024 Q4	$3.24M	Buy	123,698 +97,799	+378%	+$2.66M	0.04%	406
2024 Q3	$729K	Buy	25,899 +3,476	+16%	+$93.3K	0.01%	930
2024 Q2	$599K	Buy	+22,423	New	+$588K	0.01%	977

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Integrated Wealth Concepts's DFEM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 120% in Q2 2026, buying an estimated $12.6M and bringing the position to 590,374 shares worth $24M. The position accounts for 0.12% of the portfolio, ranked #166.

Integrated Wealth Concepts first reported a position in DFEM in Q2 2024 and has held it in 9 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Integrated Wealth Concepts held 590,374 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $24M as of Q2 2026.
Integrated Wealth Concepts bought 321,551 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $12.6M.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.12% of Integrated Wealth Concepts's portfolio in Q2 2026, its #166 holding.
Integrated Wealth Concepts first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.