LWM
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Liberty Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Liberty 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 		$7.43M Hold
214,986
– – 0.93% 28
2026
Q1 		$7.43M Sell
214,986
-2,297
-1% -$81.6K 0.93% 28
2025
Q4 		$7.19M Sell
217,283
-13,792
-6% -$451K 0.93% 29
2025
Q3 		$7.41M Sell
231,075
-625
-0.3% -$19.3K 1.04% 27
2025
Q2 		$6.88M Sell
231,700
-13,688
-6% -$376K 1.08% 27
2025
Q1 		$6.49M Buy
245,388
+430
+0.2% +$11.4K 1.24% 25
2024
Q4 		$6.41M Buy
244,958
+2,522
+1% +$68.5K 1.07% 25
2024
Q3 		$6.83M Sell
242,436
-186,701
-44% -$5.01M 1.16% 24
2024
Q2 		$6.29M Buy
429,137
+192,975
+82% +$5.06M 1.15% 25
2024
Q1 		$6.02M Sell
236,162
-30
-0% -$744 1.17% 23
2023
Q4 		$5.9M Sell
236,192
-1,042
-0.4% -$24.6K 1.26% 23
2023
Q3 		$5.53M Buy
237,234
+2,173
+0.9% +$52.5K 1.38% 19
2023
Q2 		$5.65M Sell
235,061
-34,649
-13% -$822K 1.4% 23
2023
Q1 		$6.35M Buy
+269,710
New +$6.37M 1.31% 20
2022
Q3 		$8.6M Buy
+420,530
New +$9.65M 2.29% 13

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

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

Liberty Wealth Management held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q2 2026 at 214,986 shares worth $7.43M. The position accounts for 0.93% of the portfolio, ranked #28.

Liberty Wealth Management first reported a position in DFEM in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.6M in Q3 2022. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Liberty Wealth Management held 214,986 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $7.43M as of Q2 2026.
  • Liberty Wealth Management left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.93% of Liberty Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Liberty Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
  • Liberty Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $8.6M in Q3 2022.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.