KMWM
DEXC

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

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 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. 10 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.
  • 10 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.