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Moneta Group Investment Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Moneta Group Investment Advisors’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 		$2.32M Buy
67,221
+3,092
+5% +$110K 0.02% 251
2025
Q4 		$2.12M Buy
64,129
+1,502
+2% +$49.1K 0.02% 260
2025
Q3 		$2.01M Buy
+62,627
New +$1.93M 0.02% 263

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
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
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
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
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

Moneta Group Investment Advisors's DFEM Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4.8% in Q1 2026, buying an estimated $110K and bringing the position to 67,221 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #251.

Moneta Group Investment Advisors first reported a position in DFEM in Q3 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Moneta Group Investment Advisors held 67,221 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.32M as of Q1 2026.
  • Moneta Group Investment Advisors bought 3,092 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $110K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #251 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.