OneAscent Family Office’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

OneAscent Family Office’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	–	Sell	-7,111	Closed	-$246K	–	253
2026 Q1	$246K	Buy	7,111 +10	+0.1%	+$355	0.17%	145
2025 Q4	$235K	Buy	7,101 +44	+0.6%	+$1.44K	0.16%	147
2025 Q3	$226K	Hold	7,057	–	–	0.18%	138
2025 Q2	$209K	Buy	+7,057	New	+$194K	0.2%	133

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

OneAscent Family Office's DFEM Position: Q2 2026 in Review

OneAscent Family Office sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2026, closing a stake of 7,111 shares — an estimated $246K sold.

OneAscent Family Office first reported a position in DFEM in Q2 2025 and held it in 4 quarters. The position peaked at $246K in Q1 2026. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

OneAscent Family Office reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
OneAscent Family Office sold 7,111 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $246K.
OneAscent Family Office first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and held it in 4 quarters.
OneAscent Family Office's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $246K in Q1 2026.
597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.