Pathstone Holdings’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Pathstone Holdings’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	$471K	Buy	11,596 +23	+0.2%	+$904	﹤0.01%	1897
2026 Q1	$400K	Buy	11,573 +5	+0%	+$178	﹤0.01%	1849
2025 Q4	$383K	Buy	11,568 +25	+0.2%	+$817	﹤0.01%	1861
2025 Q3	$370K	Buy	11,543 +31	+0.3%	+$957	﹤0.01%	1923
2025 Q2	$342K	Buy	11,512 +3,859	+50%	+$106K	﹤0.01%	1876
2025 Q1	$202K	Buy	+7,653	New	+$203K	﹤0.01%	2079
2024 Q4	–	Sell	-18,162	Closed	-$511K	–	2327
2024 Q3	$511K	Buy	18,162 +100	+0.6%	+$2.69K	﹤0.01%	1717
2024 Q2	$483K	Buy	18,062 +73	+0.4%	+$1.91K	﹤0.01%	1716
2024 Q1	$459K	Sell	17,989 -3,497	-16%	-$86.7K	﹤0.01%	1723
2023 Q4	$536K	Buy	+21,486	New	+$508K	﹤0.01%	1460

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

Pathstone Holdings's DFEM Position: Q2 2026 in Review

Pathstone Holdings increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.2% in Q2 2026, buying an estimated $904 and bringing the position to 11,596 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Pathstone Holdings first reported a position in DFEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $536K in Q4 2023. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Pathstone Holdings held 11,596 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $471K as of Q2 2026.
Pathstone Holdings bought 23 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $904.
Dimensional Emerging Markets Core Equity 2 ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1897 holding.
Pathstone Holdings first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $536K in Q4 2023.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.