Poinciana Advisors Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Poinciana Advisors Group’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	$1.72M	Sell	42,349 -69	-0.2%	-$2.71K	1.28%	18
2026 Q1	$1.47M	Buy	42,418 +331	+0.8%	+$11.8K	1.16%	18
2025 Q4	$1.39M	Buy	42,087 +4,613	+12%	+$151K	1.1%	19
2025 Q3	$1.2M	Buy	37,474 +3,127	+9%	+$96.5K	1.01%	20
2025 Q2	$1.02M	Buy	34,347 +6,712	+24%	+$185K	0.92%	22
2025 Q1	$731K	Buy	27,635 +9,194	+50%	+$244K	0.76%	24
2024 Q4	$483K	Buy	+18,441	New	+$501K	0.49%	30

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Poinciana Advisors Group's DFEM Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.16% in Q2 2026, selling an estimated $2.71K and leaving 42,349 shares worth $1.72M. The position accounts for 1.28% of the portfolio, ranked #18.

Poinciana Advisors Group first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Poinciana Advisors Group held 42,349 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.72M as of Q2 2026.
Poinciana Advisors Group sold 69 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $2.71K.
Dimensional Emerging Markets Core Equity 2 ETF made up 1.28% of Poinciana Advisors Group's portfolio in Q2 2026, its #18 holding.
Poinciana Advisors Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
401 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.