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NWAM LLC’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

NWAM LLC’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 		$1.9M Buy
55,026
+7,392
+16% +$263K 0.11% 187
2025
Q4 		$1.65M Buy
47,634
+106
+0.2% +$3.46K 0.09% 201
2025
Q3 		$1.55M Buy
47,528
+1,779
+4% +$54.9K 0.08% 217
2025
Q2 		$1.37M Buy
45,749
+31,589
+223% +$868K 0.08% 225
2025
Q1 		$375K Sell
14,160
-14,691
-51% -$391K 0.03% 368
2024
Q4 		$756K Buy
28,851
+2,441
+9% +$66.3K 0.05% 307
2024
Q3 		$743K Buy
+26,410
New +$709K 0.05% 312
2024
Q2 		– Sell
-26,505
Closed -$687K – 234
2024
Q1 		$687K Sell
26,505
-2,415
-8% -$59.9K 0.06% 275
2023
Q4 		$722K Buy
28,920
+294
+1% +$6.95K 0.06% 280
2023
Q3 		$667K Buy
28,626
+11,297
+65% +$273K 0.07% 252
2023
Q2 		$417K Buy
17,329
+92
+0.5% +$2.18K 0.03% 361
2023
Q1 		$407K Sell
17,237
-951
-5% -$22.4K 0.04% 315
2022
Q4 		$409K Buy
18,188
+546
+3% +$11.9K 0.04% 347
2022
Q3 		$361K Buy
+17,642
New +$405K 0.03% 350

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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

NWAM LLC's DFEM Position: Q1 2026 in Review

NWAM LLC increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 16% in Q1 2026, buying an estimated $263K and bringing the position to 55,026 shares worth $1.9M. The position accounts for 0.11% of the portfolio, ranked #187.

NWAM LLC first reported a position in DFEM in Q3 2022 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • NWAM LLC held 55,026 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.9M as of Q1 2026.
  • NWAM LLC bought 7,392 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $263K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.11% of NWAM LLC's portfolio in Q1 2026, its #187 holding.
  • NWAM LLC first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 14 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.