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New Dimensions Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

New Dimensions Wealth Management’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
Q1 		$12.1M Sell
349,966
-14,233
-4% -$506K 10.29% 4
2025
Q4 		$12M Sell
364,199
-4,231
-1% -$138K 10.3% 4
2025
Q3 		$11.8M Sell
368,430
-22,141
-6% -$683K 10.35% 4
2025
Q2 		$11.6M Buy
390,571
+6,811
+2% +$187K 10.57% 4
2025
Q1 		$10.2M Buy
+383,760
New +$10.2M 10.15% 4

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 $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

New Dimensions Wealth Management's DFEM Position: Q1 2026 in Review

New Dimensions Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.9% in Q1 2026, selling an estimated $506K and leaving 349,966 shares worth $12.1M. The position accounts for 10.29% of the portfolio, ranked #4.

New Dimensions Wealth Management first reported a position in DFEM in Q1 2025 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • New Dimensions Wealth Management held 349,966 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $12.1M as of Q1 2026.
  • New Dimensions Wealth Management sold 14,233 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $506K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 10.29% of New Dimensions Wealth Management's portfolio in Q1 2026, its #4 holding.
  • New Dimensions Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on New Dimensions Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.