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

Modern 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	$6.01M	Sell	147,831 -21,781	-13%	-$856K	0.07%	240
2026 Q1	$5.9M	Sell	169,612 -2,458	-1%	-$87.3K	0.1%	184
2025 Q4	$5.69M	Sell	172,070 -1,512	-0.9%	-$49.4K	0.1%	175
2025 Q3	$5.57M	Buy	173,582 +1,587	+0.9%	+$49K	0.11%	175
2025 Q2	$5.1M	Buy	+171,995	New	+$4.73M	0.13%	166

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

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

Modern Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 13% in Q2 2026, selling an estimated $856K and leaving 147,831 shares worth $6.01M. The position accounts for 0.07% of the portfolio, ranked #240.

Modern Wealth Management first reported a position in DFEM in Q2 2025 and has held it in 5 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Modern Wealth Management held 147,831 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $6.01M as of Q2 2026.
Modern Wealth Management sold 21,781 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $856K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.07% of Modern Wealth Management's portfolio in Q2 2026, its #240 holding.
Modern Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.