Morling Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Morling Financial 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	$553K	Sell	13,596 -211	-2%	-$8.29K	0.15%	46
2026 Q1	$477K	Sell	13,807 -722	-5%	-$25.6K	0.15%	45
2025 Q4	$481K	Hold	14,529	–	–	0.15%	45
2025 Q3	$466K	Sell	14,529 -417	-3%	-$12.9K	0.15%	46
2025 Q2	$444K	Buy	14,946 +491	+3%	+$13.5K	0.15%	48
2025 Q1	$382K	Hold	14,455	–	–	0.13%	57
2024 Q4	$379K	Sell	14,455 -638	-4%	-$17.3K	0.13%	52
2024 Q3	$425K	Sell	15,093 -666	-4%	-$17.9K	0.16%	43
2024 Q2	$421K	Hold	15,759	–	–	0.18%	38
2024 Q1	$402K	Sell	15,759 -307	-2%	-$7.61K	0.23%	40
2023 Q4	$401K	Hold	16,066	–	–	0.32%	38
2023 Q3	$374K	Sell	16,066 -2,315	-13%	-$56K	0.37%	37
2023 Q2	$442K	Sell	18,381 -391	-2%	-$9.28K	0.42%	36
2023 Q1	$443K	Sell	18,772 -166	-0.9%	-$3.92K	0.48%	34
2022 Q4	$425K	Buy	+18,938	New	+$413K	0.54%	33

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

Morling Financial Advisors's DFEM Position: Q2 2026 in Review

Morling Financial Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.5% in Q2 2026, selling an estimated $8.29K and leaving 13,596 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #46.

Morling Financial Advisors 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.

Morling Financial Advisors held 13,596 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $553K as of Q2 2026.
Morling Financial Advisors sold 211 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $8.29K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.15% of Morling Financial Advisors's portfolio in Q2 2026, its #46 holding.
Morling Financial Advisors 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 Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.