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

Perigon 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
2026 Q1	$1.94M	Buy	56,202 +1,901	+4%	+$67.5K	0.04%	386
2025 Q4	$1.8M	Buy	54,301 +2,170	+4%	+$70.9K	0.03%	394
2025 Q3	$1.67M	Sell	52,131 -302	-0.6%	-$9.32K	0.03%	390
2025 Q2	$1.56M	Buy	52,433 +3,157	+6%	+$86.8K	0.04%	386
2025 Q1	$1.3M	Buy	49,276 +28	+0.1%	+$744	0.03%	391
2024 Q4	$1.27M	Sell	49,248 -183	-0.4%	-$4.97K	0.03%	387
2024 Q3	$1.39M	Buy	49,431 +7,711	+18%	+$207K	0.04%	354
2024 Q2	$1.12M	Buy	41,720 +4,787	+13%	+$125K	0.03%	348
2024 Q1	$941K	Buy	36,933 +3,896	+12%	+$96.6K	0.03%	384
2023 Q4	$825K	Buy	33,037 +4,892	+17%	+$116K	0.03%	385
2023 Q3	$656K	Buy	28,145 +2,270	+9%	+$54.9K	0.03%	388
2023 Q2	$622K	Buy	+25,875	New	+$614K	0.02%	404

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $9.92B AUM 21.52% 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 $4.48B AUM 13.76% 1-Year Est. Return

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 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

Perigon Wealth Management's DFEM Position: Q1 2026 in Review

Perigon Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.5% in Q1 2026, buying an estimated $67.5K and bringing the position to 56,202 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #386.

Perigon Wealth Management first reported a position in DFEM in Q2 2023 and has held it in 12 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Perigon Wealth Management held 56,202 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.94M as of Q1 2026.
Perigon Wealth Management bought 1,901 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $67.5K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #386 holding.
Perigon Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2023 and has held it in 12 quarters since.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.