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	$13.6M	Buy	334,391 +65,568	+24%	+$2.58M	0.09%	223
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

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

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

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

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

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

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

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 24% in Q2 2026, buying an estimated $2.58M and bringing the position to 334,391 shares worth $13.6M. The position accounts for 0.09% of the portfolio, ranked #223.

Integrated Wealth Concepts first reported a position in DFEM in Q2 2024 and has held it in 9 quarters since. 598 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Integrated Wealth Concepts held 334,391 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $13.6M as of Q2 2026.
Integrated Wealth Concepts bought 65,568 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $2.58M.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #223 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.
598 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.