Morton Brown Family Wealth’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Morton Brown Family Wealth’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	$47.6K	Buy	1,172 +488	+71%	+$19.2K	0.01%	126
2026 Q1	$23.6K	Buy	684 +244	+55%	+$8.67K	0.01%	150
2025 Q4	$14.6K	Hold	440	–	–	﹤0.01%	170
2025 Q3	$14.1K	Hold	440	–	–	﹤0.01%	162
2025 Q2	$13.1K	Buy	+440	New	+$12.1K	﹤0.01%	173

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

Morton Brown Family Wealth's DFEM Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 71% in Q2 2026, buying an estimated $19.2K and bringing the position to 1,172 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #126.

Morton Brown Family Wealth first reported a position in DFEM in Q2 2025 and has held it in 5 quarters since. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Morton Brown Family Wealth held 1,172 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $47.6K as of Q2 2026.
Morton Brown Family Wealth bought 488 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $19.2K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #126 holding.
Morton Brown Family Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.