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

Keyvantage Wealth’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
Q1 		$7.54M Sell
218,275
-111
-0.1% -$3.94K 3.32% 9
2025
Q4 		$7.22M Sell
218,386
-41,605
-16% -$1.36M 3.09% 9
2025
Q3 		$8.34M Buy
259,991
+1,451
+0.6% +$44.8K 3.5% 9
2025
Q2 		$7.67M Buy
258,540
+9,766
+4% +$268K 3.44% 9
2025
Q1 		$6.58M Buy
248,774
+235,993
+1,846% +$6.27M 3.2% 11
2024
Q4 		$335K Buy
+12,781
New +$347K 0.24% 67

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Keyvantage Wealth's DFEM Position: Q1 2026 in Review

Keyvantage Wealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.05% in Q1 2026, selling an estimated $3.94K and leaving 218,275 shares worth $7.54M. The position accounts for 3.32% of the portfolio, ranked #9.

Keyvantage Wealth first reported a position in DFEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.34M in Q3 2025. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Keyvantage Wealth held 218,275 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $7.54M as of Q1 2026.
  • Keyvantage Wealth sold 111 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $3.94K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 3.32% of Keyvantage Wealth's portfolio in Q1 2026, its #9 holding.
  • Keyvantage Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $8.34M in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.