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 Q2	$6.11M	Buy	150,245 +129,706	+632%	+$5.1M	0.07%	169
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 $7.79B 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

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

Modera Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 632% in Q2 2026, buying an estimated $5.1M and bringing the position to 150,245 shares worth $6.11M. The position accounts for 0.07% of the portfolio, ranked #169.

Modera Wealth Management first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Modera Wealth Management held 150,245 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $6.11M as of Q2 2026.
Modera Wealth Management bought 129,706 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $5.1M.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.07% of Modera Wealth Management's portfolio in Q2 2026, its #169 holding.
Modera 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.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.