PWM
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PBMares Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

PBMares Wealth Management’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
2025
Q3 		$7.65M Buy
238,465
+12,806
+6% +$395K 1.24% 20
2025
Q2 		$6.7M Buy
225,659
+40,129
+22% +$1.1M 1.23% 19
2025
Q1 		$4.91M Buy
185,530
+24,628
+15% +$655K 0.98% 20
2024
Q4 		$4.21M Buy
160,902
+2,854
+2% +$77.6K 0.86% 23
2024
Q3 		$4.45M Buy
158,048
+12,777
+9% +$343K 0.93% 23
2024
Q2 		$3.88M Buy
145,271
+21,322
+17% +$559K 0.95% 23
2024
Q1 		$3.16M Buy
123,949
+37,740
+44% +$935K 0.82% 25
2023
Q4 		$2.15M Buy
86,209
+16,908
+24% +$400K 0.65% 30
2023
Q3 		$1.62M Buy
69,301
+1,266
+2% +$30.6K 0.58% 31
2023
Q2 		$1.64M Sell
68,035
-1,449
-2% -$34.4K 0.59% 32
2023
Q1 		$1.64M Buy
69,484
+7,337
+12% +$173K 0.61% 28
2022
Q4 		$1.4M Sell
62,147
-29,798
-32% -$650K 0.56% 32
2022
Q3 		$1.88M Buy
91,945
+35,547
+63% +$816K 0.82% 25
2022
Q2 		$1.33M Buy
+56,398
New +$1.38M 0.57% 31

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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 $104B AUM 28.3% 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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PBMares Wealth Management's DFEM Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.7% in Q3 2025, buying an estimated $395K and bringing the position to 238,465 shares worth $7.65M. The position accounts for 1.24% of the portfolio, ranked #20.

PBMares Wealth Management first reported a position in DFEM in Q2 2022 and has held it in 14 quarters since. 473 funds tracked by Wall St. Rank hold DFEM as of Q3 2025.

  • PBMares Wealth Management held 238,465 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $7.65M as of Q3 2025.
  • PBMares Wealth Management bought 12,806 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2025, an estimated $395K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.24% of PBMares Wealth Management's portfolio in Q3 2025, its #20 holding.
  • PBMares Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 14 quarters since.
  • 473 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.