KWM
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KFG Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

KFG Wealth Management’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 		$7.58M Sell
186,481
-3,293
-2% -$129K 0.86% 21
2026
Q1 		$6.56M Buy
189,774
+3,529
+2% +$125K 0.85% 21
2025
Q4 		$6.16M Buy
186,245
+16,133
+9% +$527K 0.82% 21
2025
Q3 		$5.46M Buy
170,112
+5,457
+3% +$168K 0.79% 25
2025
Q2 		$4.89M Buy
164,655
+4,649
+3% +$128K 0.79% 27
2025
Q1 		$4.23M Buy
160,006
+3,083
+2% +$82K 0.77% 27
2024
Q4 		$4.11M Buy
156,923
+42,807
+38% +$1.16M 0.77% 27
2024
Q3 		$3.21M Buy
114,116
+102,070
+847% +$2.74M 0.7% 32
2024
Q2 		$322K Buy
12,046
+3,278
+37% +$85.9K 0.13% 120
2024
Q1 		$223K Buy
+8,768
New +$217K 0.09% 148

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

KFG Wealth Management's DFEM Position: Q2 2026 in Review

KFG Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.7% in Q2 2026, selling an estimated $129K and leaving 186,481 shares worth $7.58M. The position accounts for 0.86% of the portfolio, ranked #21.

KFG Wealth Management first reported a position in DFEM in Q1 2024 and has held it in 10 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • KFG Wealth Management held 186,481 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $7.58M as of Q2 2026.
  • KFG Wealth Management sold 3,293 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $129K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.86% of KFG Wealth Management's portfolio in Q2 2026, its #21 holding.
  • KFG Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.