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

Private Wealth Management 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
Q1 		$19.4M Buy
561,409
+821
+0.1% +$29.2K 5.09% 6
2025
Q4 		$18.5M Buy
560,588
+18,531
+3% +$606K 4.95% 6
2025
Q3 		$17.4M Buy
542,057
+27,736
+5% +$856K 4.78% 6
2025
Q2 		$15.3M Buy
514,321
+22,332
+5% +$614K 5.07% 5
2025
Q1 		$13M Buy
491,989
+56,397
+13% +$1.5M 4.8% 5
2024
Q4 		$11.4M Buy
435,592
+23,934
+6% +$650K 4.37% 7
2024
Q3 		$11.6M Buy
411,658
+26,958
+7% +$724K 4.58% 8
2024
Q2 		$10.3M Buy
384,700
+33,476
+10% +$878K 4.45% 9
2024
Q1 		$8.95M Buy
351,224
+52,324
+18% +$1.3M 4.06% 10
2023
Q4 		$7.46M Buy
+298,900
New +$7.07M 3.67% 11

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
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
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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
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
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

Private Wealth Management Group's DFEM Position: Q1 2026 in Review

Private Wealth Management Group increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.15% in Q1 2026, buying an estimated $29.2K and bringing the position to 561,409 shares worth $19.4M. The position accounts for 5.09% of the portfolio, ranked #6.

Private Wealth Management Group first reported a position in DFEM in Q4 2023 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Private Wealth Management Group held 561,409 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $19.4M as of Q1 2026.
  • Private Wealth Management Group bought 821 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $29.2K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 5.09% of Private Wealth Management Group's portfolio in Q1 2026, its #6 holding.
  • Private Wealth Management Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.