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 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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BFA

Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Keudell/Morrison Wealth Management's DEXC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Dimensional Emerging Markets ex China Core Equity ETF (DEXC) stake by 76% in Q2 2026, selling an estimated $12.4M and leaving 50,419 shares worth $4.17M. The position accounts for 0.79% of the portfolio, ranked #27.

Keudell/Morrison Wealth Management first reported a position in DEXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.7M in Q1 2026. 57 funds tracked by Wall St. Rank hold DEXC as of Q2 2026.

Keudell/Morrison Wealth Management held 50,419 shares of Dimensional Emerging Markets ex China Core Equity ETF worth $4.17M as of Q2 2026.
Keudell/Morrison Wealth Management sold 161,007 Dimensional Emerging Markets ex China Core Equity ETF shares in Q2 2026, an estimated $12.4M.
Dimensional Emerging Markets ex China Core Equity ETF made up 0.79% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #27 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 6 quarters since.
Keudell/Morrison Wealth Management's Dimensional Emerging Markets ex China Core Equity ETF position peaked at $13.7M in Q1 2026.
57 funds tracked by Wall St. Rank held Dimensional Emerging Markets ex China Core Equity ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.