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Patriot Financial Group Insurance Agency’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$289K Sell
7,105
-7,105
-50% -$279K 0.03% 396
2026
Q1 		$491K Buy
14,210
+7,105
+100% +$252K 0.03% 448
2025
Q4 		$235K Hold
7,105
– – 0.03% 443
2025
Q3 		$228K Sell
7,105
-31,224
-81% -$964K 0.03% 437
2025
Q2 		$1.14M Buy
38,329
+16
+0% +$440 0.13% 187
2025
Q1 		$1.01M Buy
38,313
+5
+0% +$133 0.14% 189
2024
Q4 		$1M Buy
38,308
+12
+0% +$326 0.13% 176
2024
Q3 		$1.08M Buy
38,296
+18
+0% +$483 0.14% 169
2024
Q2 		$1.02M Sell
38,278
-313
-0.8% -$8.21K 0.15% 153
2024
Q1 		$984K Buy
38,591
+1,476
+4% +$36.6K 0.16% 150
2023
Q4 		$926K Buy
37,115
+13,473
+57% +$319K 0.17% 142
2023
Q3 		$551K Buy
+23,642
New +$572K 0.11% 213

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFEM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 50% in Q2 2026, selling an estimated $279K and leaving 7,105 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #396.

Patriot Financial Group Insurance Agency first reported a position in DFEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q2 2025. 362 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,105 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $289K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 7,105 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $279K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #396 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • Patriot Financial Group Insurance Agency's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $1.14M in Q2 2025.
  • 362 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.