PWIA
DFEM icon

Porter White Investment Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Porter White Investment Advisors’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 		$4.86M Sell
119,479
-80
-0.1% -$3.14K 1.87% 12
2026
Q1 		$4.13M Buy
119,559
+1,180
+1% +$41.9K 1.65% 12
2025
Q4 		$3.92M Sell
118,379
-4,708
-4% -$154K 1.61% 12
2025
Q3 		$3.95M Sell
123,087
-1,603
-1% -$49.5K 1.69% 12
2025
Q2 		$3.7M Sell
124,690
-4,656
-4% -$128K 1.72% 12
2025
Q1 		$3.42M Buy
129,346
+5,789
+5% +$154K 1.69% 12
2024
Q4 		$3.24M Buy
123,557
+4,484
+4% +$122K 1.64% 12
2024
Q3 		$3.35M Buy
119,073
+3,186
+3% +$85.5K 1.68% 12
2024
Q2 		$3.1M Buy
115,887
+1,965
+2% +$51.5K 1.66% 12
2024
Q1 		$2.9M Buy
113,922
+36,551
+47% +$906K 1.54% 12
2023
Q4 		$1.93M Buy
77,371
+65,850
+572% +$1.56M 1.2% 12
2023
Q3 		$269K Buy
+11,521
New +$279K 0.21% 24

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
TI
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
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

Porter White Investment Advisors's DFEM Position: Q2 2026 in Review

Porter White Investment Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.07% in Q2 2026, selling an estimated $3.14K and leaving 119,479 shares worth $4.86M. The position accounts for 1.87% of the portfolio, ranked #12.

Porter White Investment Advisors first reported a position in DFEM in Q3 2023 and has held it in 12 quarters since. 384 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Porter White Investment Advisors held 119,479 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $4.86M as of Q2 2026.
  • Porter White Investment Advisors sold 80 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $3.14K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.87% of Porter White Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Porter White Investment Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • 384 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.