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

Modera 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 Q1	$710K	Buy	20,539 +1	+0%	+$36	0.01%	375
2025 Q4	$679K	Buy	20,538 +5	+0%	+$163	0.01%	396
2025 Q3	$659K	Sell	20,533 -1,010	-5%	-$31.2K	0.01%	409
2025 Q2	$639K	Sell	21,543 -274	-1%	-$7.53K	0.01%	402
2025 Q1	$577K	Buy	21,817 +8,657	+66%	+$230K	0.01%	406
2024 Q4	$345K	Sell	13,160 -76,456	-85%	-$2.08M	﹤0.01%	492
2024 Q3	$2.52M	Sell	89,616 -1,032	-1%	-$27.7K	0.03%	212
2024 Q2	$2.42M	Sell	90,648 -1,686	-2%	-$44.2K	0.04%	204
2024 Q1	$2.35M	Sell	92,334 -888	-1%	-$22K	0.04%	210
2023 Q4	$2.33M	Sell	93,222 -124	-0.1%	-$2.93K	0.04%	210
2023 Q3	$2.18M	Sell	93,346 -143	-0.2%	-$3.46K	0.04%	208
2023 Q2	$2.25M	Sell	93,489 -4,641	-5%	-$110K	0.04%	212
2023 Q1	$2.31M	Buy	98,130 +122	+0.1%	+$2.88K	0.09%	87
2022 Q4	$2.2M	Buy	+98,008	New	+$2.14M	0.09%	88

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Modera Wealth Management's DFEM Position: Q1 2026 in Review

Modera Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0% in Q1 2026, buying an estimated $36 and bringing the position to 20,539 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #375.

Modera Wealth Management first reported a position in DFEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.52M in Q3 2024. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Modera Wealth Management held 20,539 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $710K as of Q1 2026.
Modera Wealth Management bought 1 Dimensional Emerging Markets Core Equity 2 ETF share in Q1 2026, an estimated $36.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #375 holding.
Modera Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Modera Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $2.52M in Q3 2024.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.