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 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 $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

OneAscent Family Office's DFEM Position: Q1 2026 in Review

OneAscent Family Office increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.14% in Q1 2026, buying an estimated $355 and bringing the position to 7,111 shares worth $246K. The position accounts for 0.17% of the portfolio, ranked #145.

OneAscent Family Office first reported a position in DFEM in Q2 2025 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

OneAscent Family Office held 7,111 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $246K as of Q1 2026.
OneAscent Family Office bought 10 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $355.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.17% of OneAscent Family Office's portfolio in Q1 2026, its #145 holding.
OneAscent Family Office first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
559 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.