LCWP
DFEM icon

Legacy Capital Wealth Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Legacy Capital Wealth Partners’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 		$1.05M Sell
25,768
-1,428
-5% -$56.1K 0.2% 100
2026
Q1 		$940K Buy
27,196
+5,491
+25% +$195K 0.19% 110
2025
Q4 		$718K Buy
21,705
+3,063
+16% +$100K 0.15% 143
2025
Q3 		$598K Buy
18,642
+1,369
+8% +$42.3K 0.13% 171
2025
Q2 		$513K Buy
+17,273
New +$475K 0.12% 191

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

Legacy Capital Wealth Partners's DFEM Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.3% in Q2 2026, selling an estimated $56.1K and leaving 25,768 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #100.

Legacy Capital Wealth Partners first reported a position in DFEM in Q2 2025 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Legacy Capital Wealth Partners held 25,768 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.05M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 1,428 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $56.1K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.2% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #100 holding.
  • Legacy Capital Wealth Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.