Monograph Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Monograph Wealth 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 Q2	$37.1M	Buy	912,431 +10,096	+1%	+$397K	3.04%	9
2026 Q1	$31.2M	Buy	902,335 +26,895	+3%	+$955K	2.96%	10
2025 Q4	$29M	Sell	875,440 -1,222	-0.1%	-$39.9K	2.84%	10
2025 Q3	$28.1M	Buy	876,662 +119,920	+16%	+$3.7M	2.84%	10
2025 Q2	$22.5M	Buy	756,742 +177,330	+31%	+$4.88M	2.77%	8
2025 Q1	$15.3M	Sell	579,412 -104,609	-15%	-$2.78M	2.09%	9
2024 Q4	$17.9M	Sell	684,021 -111,418	-14%	-$3.03M	2.37%	8
2024 Q3	$22.4M	Buy	795,439 +38,997	+5%	+$1.05M	2.91%	8
2024 Q2	$20.2M	Buy	756,442 +203,268	+37%	+$5.33M	2.95%	6
2024 Q1	$14.1M	Buy	553,174 +65,085	+13%	+$1.61M	2.07%	8
2023 Q4	$12.2M	Sell	488,089 -2,906	-0.6%	-$68.7K	2.19%	8
2023 Q3	$11.4M	Buy	490,995 +35,445	+8%	+$857K	2.26%	7
2023 Q2	$11M	Buy	455,550 +26,669	+6%	+$633K	2.35%	7
2023 Q1	$10.1M	Buy	428,881 +246,700	+135%	+$5.82M	2.37%	8
2022 Q4	$4.09M	Buy	182,181 +3,555	+2%	+$77.5K	1.08%	12
2022 Q3	$3.65M	Buy	+178,626	New	+$4.1M	1.2%	11

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

Monograph Wealth Advisors's DFEM Position: Q2 2026 in Review

Monograph Wealth Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.1% in Q2 2026, buying an estimated $397K and bringing the position to 912,431 shares worth $37.1M. The position accounts for 3.04% of the portfolio, ranked #9.

Monograph Wealth Advisors first reported a position in DFEM in Q3 2022 and has held it in 16 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Monograph Wealth Advisors held 912,431 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $37.1M as of Q2 2026.
Monograph Wealth Advisors bought 10,096 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $397K.
Dimensional Emerging Markets Core Equity 2 ETF made up 3.04% of Monograph Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Monograph Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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