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Morris Financial Concepts’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Morris Financial Concepts’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 		$1.27M Sell
31,283
-2,193
-7% -$86.2K 0.39% 44
2026
Q1 		$1.16M Sell
33,476
-3,678
-10% -$131K 0.39% 47
2025
Q4 		$1.23M Sell
37,154
-304
-0.8% -$9.94K 0.43% 44
2025
Q3 		$1.2M Sell
37,458
-955
-2% -$29.5K 0.43% 44
2025
Q2 		$1.14M Sell
38,413
-1,523
-4% -$41.9K 0.45% 41
2025
Q1 		$1.06M Sell
39,936
-777
-2% -$20.7K 0.44% 42
2024
Q4 		$1.07M Sell
40,713
-2,103
-5% -$57.2K 0.46% 37
2024
Q3 		$1.21M Buy
42,816
+7,280
+20% +$195K 0.52% 37
2024
Q2 		$950K Buy
35,536
+15,660
+79% +$411K 0.45% 38
2024
Q1 		$507K Buy
19,876
+11,336
+133% +$281K 0.26% 57
2023
Q4 		$213K Buy
8,540
+5,669
+197% +$134K 0.12% 91
2023
Q3 		$66.9K Buy
2,871
+822
+40% +$19.9K 0.04% 99
2023
Q2 		$49.3K Buy
+2,049
New +$48.6K 0.03% 107
2023
Q1 		– Sell
-51
Closed -$1.15K – 152
2022
Q4 		$1.15K Buy
+51
New +$1.11K ﹤0.01% 135

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 $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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
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
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

Morris Financial Concepts's DFEM Position: Q2 2026 in Review

Morris Financial Concepts reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 6.6% in Q2 2026, selling an estimated $86.2K and leaving 31,283 shares worth $1.27M. The position accounts for 0.39% of the portfolio, ranked #44.

Morris Financial Concepts first reported a position in DFEM in Q4 2022 and has held it in 14 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Morris Financial Concepts held 31,283 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.27M as of Q2 2026.
  • Morris Financial Concepts sold 2,193 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $86.2K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.39% of Morris Financial Concepts's portfolio in Q2 2026, its #44 holding.
  • Morris Financial Concepts first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.