MHS
DFEM icon

M Holdings Securities’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

M Holdings Securities’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 		$2.78M Sell
69,225
-29,159
-30% -$1.15M 0.38% 48
2026
Q1 		$3.79M Buy
98,384
+1,606
+2% +$57K 0.26% 77
2025
Q4 		$3.2M Buy
96,778
+61,736
+176% +$2.02M 0.23% 84
2025
Q3 		$1.12M Buy
35,042
+1,339
+4% +$41.3K 0.24% 53
2025
Q2 		$997K Buy
+33,703
New +$927K 0.17% 89

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

M Holdings Securities's DFEM Position: Q2 2026 in Review

M Holdings Securities reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 30% in Q2 2026, selling an estimated $1.15M and leaving 69,225 shares worth $2.78M. The position accounts for 0.38% of the portfolio, ranked #48.

M Holdings Securities first reported a position in DFEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.79M in Q1 2026. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • M Holdings Securities held 69,225 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.78M as of Q2 2026.
  • M Holdings Securities sold 29,159 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $1.15M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.38% of M Holdings Securities's portfolio in Q2 2026, its #48 holding.
  • M Holdings Securities first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • M Holdings Securities's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $3.79M in Q1 2026.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.