Merit Financial Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Merit Financial Group’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	$2.25M	Sell	55,404 -3,389	-6%	-$133K	0.01%	703
2026 Q1	$2.03M	Buy	58,793 +48,681	+481%	+$1.73M	0.02%	681
2025 Q4	$334K	Buy	10,112 +1,559	+18%	+$50.9K	﹤0.01%	1498
2025 Q3	$274K	Buy	8,553 +39	+0.5%	+$1.2K	﹤0.01%	1508
2025 Q2	$253K	Sell	8,514 -303	-3%	-$8.33K	﹤0.01%	1423
2025 Q1	$233K	Buy	+8,817	New	+$234K	﹤0.01%	1221

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

Merit Financial Group's DFEM Position: Q2 2026 in Review

Merit Financial Group reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.8% in Q2 2026, selling an estimated $133K and leaving 55,404 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #703.

Merit Financial Group first reported a position in DFEM in Q1 2025 and has held it in 6 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Merit Financial Group held 55,404 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.25M as of Q2 2026.
Merit Financial Group sold 3,389 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $133K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #703 holding.
Merit Financial Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.