Pathstone Holdings
DFEM icon

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
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 $7.07B 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

Pathstone Holdings's DFEM Position: Q1 2026 in Review

Pathstone Holdings increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.04% in Q1 2026, buying an estimated $178 and bringing the position to 11,573 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Pathstone Holdings first reported a position in DFEM in Q4 2023 and has held it in 9 quarters since. The position peaked at $536K in Q4 2023. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Pathstone Holdings held 11,573 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $400K as of Q1 2026.
  • Pathstone Holdings bought 5 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $178.
  • Dimensional Emerging Markets Core Equity 2 ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1849 holding.
  • Pathstone Holdings first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 9 quarters since.
  • Pathstone Holdings's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $536K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.