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

Pine Harbor 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	–	Sell	-6,247	Closed	-$207K	–	107
2025 Q4	$207K	Hold	6,247	–	–	0.06%	104
2025 Q3	$200K	Buy	+6,247	New	+$193K	0.06%	106
2025 Q2	–	Sell	-8,928	Closed	-$236K	–	105
2025 Q1	$236K	Sell	8,928 -1,716	-16%	-$45.6K	0.09%	82
2024 Q4	$279K	Sell	10,644 -3,520	-25%	-$95.7K	0.11%	76
2024 Q3	$399K	Sell	14,164 -12,523	-47%	-$336K	0.2%	60
2024 Q2	$713K	Sell	26,687 -3,331	-11%	-$87.3K	0.42%	36
2024 Q1	$765K	Buy	30,018 +761	+3%	+$18.9K	0.48%	35
2023 Q4	$730K	Buy	+29,257	New	+$692K	0.56%	33

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

Pine Harbor Wealth Management's DFEM Position: Q1 2026 in Review

Pine Harbor Wealth Management sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2026, closing a stake of 6,247 shares — an estimated $207K sold.

Pine Harbor Wealth Management first reported a position in DFEM in Q4 2023 and held it in 8 quarters. The position peaked at $765K in Q1 2024. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Pine Harbor Wealth Management reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
Pine Harbor Wealth Management sold 6,247 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $207K.
Pine Harbor Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and held it in 8 quarters.
Pine Harbor Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $765K in Q1 2024.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.