MWM
DFEM icon

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

Meritas 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 		$1.84M Sell
45,295
-18
-0% -$707 0.72% 20
2026
Q1 		$1.57M Buy
45,313
+4,896
+12% +$174K 0.71% 20
2025
Q4 		$1.34M Sell
40,417
-8,893
-18% -$291K 0.64% 22
2025
Q3 		$1.58M Buy
49,310
+445
+0.9% +$13.7K 0.78% 20
2025
Q2 		$1.45M Sell
48,865
-302
-0.6% -$8.3K 0.8% 21
2025
Q1 		$1.3M Buy
49,167
+792
+2% +$21.1K 0.76% 19
2024
Q4 		$1.27M Buy
48,375
+601
+1% +$16.3K 0.76% 20
2024
Q3 		$1.34M Buy
47,774
+2,974
+7% +$79.8K 0.83% 19
2024
Q2 		$1.2M Buy
44,800
+939
+2% +$24.6K 0.84% 20
2024
Q1 		$1.12M Buy
43,861
+9,548
+28% +$237K 0.78% 19
2023
Q4 		$856K Buy
34,313
+3,294
+11% +$77.9K 0.64% 20
2023
Q3 		$723K Buy
31,019
+1,104
+4% +$26.7K 0.55% 21
2023
Q2 		$719K Buy
29,915
+813
+3% +$19.3K 0.54% 22
2023
Q1 		$687K Buy
29,102
+11,013
+61% +$260K 0.54% 21
2022
Q4 		$406K Buy
+18,089
New +$394K 0.34% 32

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Meritas Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.04% in Q2 2026, selling an estimated $707 and leaving 45,295 shares worth $1.84M. The position accounts for 0.72% of the portfolio, ranked #20.

Meritas Wealth Management first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 311 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Meritas Wealth Management held 45,295 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.84M as of Q2 2026.
  • Meritas Wealth Management sold 18 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $707.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.72% of Meritas Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Meritas Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.