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O'Connor Financial Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

O'Connor Financial Group’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 		$8.14M Sell
200,190
-19,624
-9% -$771K 2.88% 13
2026
Q1 		$7.59M Sell
219,814
-872
-0.4% -$31K 3.11% 12
2025
Q4 		$7.84M Sell
220,686
-5,068
-2% -$166K 3.13% 11
2025
Q3 		$7.24M Buy
225,754
+1,676
+0.7% +$51.7K 3.04% 11
2025
Q2 		$6.74M Buy
224,078
+9,751
+5% +$268K 2.97% 11
2025
Q1 		$5.67M Buy
214,327
+4,226
+2% +$112K 2.95% 13
2024
Q4 		$5.5M Buy
210,101
+6,120
+3% +$166K 2.88% 14
2024
Q3 		$5.74M Buy
203,981
+12,676
+7% +$340K 3.02% 13
2024
Q2 		$5.11M Buy
191,305
+3,871
+2% +$101K 2.97% 14
2024
Q1 		$4.78M Buy
+187,434
New +$4.65M 2.85% 15

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

O'Connor Financial Group's DFEM Position: Q2 2026 in Review

O'Connor Financial Group reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 8.9% in Q2 2026, selling an estimated $771K and leaving 200,190 shares worth $8.14M. The position accounts for 2.88% of the portfolio, ranked #13.

O'Connor Financial Group first reported a position in DFEM in Q1 2024 and has held it in 10 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • O'Connor Financial Group held 200,190 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $8.14M as of Q2 2026.
  • O'Connor Financial Group sold 19,624 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $771K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.88% of O'Connor Financial Group's portfolio in Q2 2026, its #13 holding.
  • O'Connor Financial Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.