Keudell/Morrison Wealth Management’s Dimensional Emerging Markets ex China Core Equity ETF DEXC Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio DEXC Stock Details DEXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.74M	Buy	59,459 +9,040	+18%	+$706K	0.84%	28
2026 Q2	$4.17M	Sell	50,419 -161,007	-76%	-$12.4M	0.79%	27
2026 Q1	$13.7M	Sell	211,426 -4,578	-2%	-$302K	2.8%	7
2025 Q4	$13.1M	Buy	+216,004	New	+$12.7M	2.75%	8
2025 Q2	$10.6M	Buy	194,051 +70,032	+56%	+$3.52M	2.35%	10
2025 Q1	$5.91M	Sell	124,019 -61,879	-33%	-$3M	1.39%	14
2024 Q4	$9.04M	Buy	+185,898	New	+$9.28M	2.36%	12

Other funds holding DEXC

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Brown Financial Advisory Fairhope, Alabama $240M AUM 17.39% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Beta Wealth Group San Diego, California $268M AUM 12.53% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $446M AUM 20.64% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

R.W. Roge & Company Bohemia, New York $280M AUM 16.09% 1-Year Est. Return

Keudell/Morrison Wealth Management's DEXC Position: Q3 2026 in Review

Keudell/Morrison Wealth Management increased its Dimensional Emerging Markets ex China Core Equity ETF (DEXC) stake by 18% in Q3 2026, buying an estimated $706K and bringing the position to 59,459 shares worth $4.74M. The position accounts for 0.84% of the portfolio, ranked #28.

Keudell/Morrison Wealth Management first reported a position in DEXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q1 2026. 55 funds tracked by Wall St. Rank hold DEXC as of Q3 2026.

Keudell/Morrison Wealth Management held 59,459 shares of Dimensional Emerging Markets ex China Core Equity ETF worth $4.74M as of Q3 2026.
Keudell/Morrison Wealth Management bought 9,040 Dimensional Emerging Markets ex China Core Equity ETF shares in Q3 2026, an estimated $706K.
Dimensional Emerging Markets ex China Core Equity ETF made up 0.84% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #28 holding.
Keudell/Morrison Wealth Management first reported a position in Dimensional Emerging Markets ex China Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Keudell/Morrison Wealth Management's Dimensional Emerging Markets ex China Core Equity ETF position peaked at $13.7M in Q1 2026.
55 funds tracked by Wall St. Rank held Dimensional Emerging Markets ex China Core Equity ETF as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.