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

Mattern 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	$16.4M	Buy	404,466 +97,247	+32%	+$3.82M	2.7%	10
2026 Q1	$10.6M	Buy	307,219 +14,192	+5%	+$504K	2.07%	12
2025 Q4	$9.69M	Buy	293,027 +10,593	+4%	+$346K	1.87%	12
2025 Q3	$9.06M	Sell	282,434 -3,228	-1%	-$99.6K	1.81%	12
2025 Q2	$8.48M	Sell	285,662 -143,263	-33%	-$3.94M	1.76%	13
2025 Q1	$11.3M	Buy	428,925 +19,811	+5%	+$527K	2.51%	12
2024 Q4	$10.7M	Buy	409,114 +60,759	+17%	+$1.65M	2.36%	12
2024 Q3	$9.81M	Buy	348,355 +237,963	+216%	+$6.39M	2.16%	13
2024 Q2	$2.95M	Buy	110,392 +18,265	+20%	+$479K	0.71%	39
2024 Q1	$2.35M	Buy	92,127 +12,793	+16%	+$317K	0.57%	51
2023 Q4	$1.98M	Buy	79,334 +4,922	+7%	+$116K	0.51%	56
2023 Q3	$1.73M	Buy	+74,412	New	+$1.8M	0.51%	55

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 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

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

Mattern Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 32% in Q2 2026, buying an estimated $3.82M and bringing the position to 404,466 shares worth $16.4M. The position accounts for 2.7% of the portfolio, ranked #10.

Mattern Wealth Management first reported a position in DFEM in Q3 2023 and has held it in 12 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Mattern Wealth Management held 404,466 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $16.4M as of Q2 2026.
Mattern Wealth Management bought 97,247 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $3.82M.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.7% of Mattern Wealth Management's portfolio in Q2 2026, its #10 holding.
Mattern Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.