Mosaic Family Wealth Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Mosaic Family Wealth Partners’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	$45.4M	Buy	1,118,058 +55,971	+5%	+$2.2M	3.05%	5
2026 Q1	$36.7M	Buy	1,062,087 +8,646	+0.8%	+$307K	3.76%	5
2025 Q4	$34.8M	Sell	1,053,441 -15,290	-1%	-$500K	3.82%	5
2025 Q3	$34.2M	Buy	1,068,731 +7,510	+0.7%	+$232K	4%	5
2025 Q2	$31.5M	Sell	1,061,221 -11,993	-1%	-$330K	4.01%	6
2025 Q1	$28.4M	Buy	1,073,214 +59,397	+6%	+$1.58M	4.04%	6
2024 Q4	$26.6M	Buy	1,013,817 +43,911	+5%	+$1.19M	3.83%	7
2024 Q3	$27.3M	Buy	969,906 +46,345	+5%	+$1.24M	4.05%	6
2024 Q2	$24.7M	Buy	923,561 +45,901	+5%	+$1.2M	3.97%	6
2024 Q1	$22.4M	Buy	877,660 +100,473	+13%	+$2.49M	3.68%	7
2023 Q4	$19.4M	Sell	777,187 -30,814	-4%	-$729K	3.35%	8
2023 Q3	$18.8M	Buy	808,001 +64,097	+9%	+$1.55M	3.77%	6
2023 Q2	$17.9M	Buy	743,904 +47,740	+7%	+$1.13M	3.52%	6
2023 Q1	$16.4M	Buy	696,164 +460,999	+196%	+$10.9M	3.43%	6
2022 Q4	$5.28M	Buy	+235,165	New	+$5.13M	1.49%	10

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

Mosaic Family Wealth Partners's DFEM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.3% in Q2 2026, buying an estimated $2.2M and bringing the position to 1,118,058 shares worth $45.4M. The position accounts for 3.05% of the portfolio, ranked #5.

Mosaic Family Wealth Partners 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.

Mosaic Family Wealth Partners held 1,118,058 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $45.4M as of Q2 2026.
Mosaic Family Wealth Partners bought 55,971 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $2.2M.
Dimensional Emerging Markets Core Equity 2 ETF made up 3.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #5 holding.
Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.