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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$22.5M Buy
567,328
+16,771
+3% +$662K 5.07% 6
2026
Q2
$22.4M Sell
550,557
-10,852
-2% -$426K 5.19% 5
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

Private Wealth Management Group's DFEM Position: Q3 2026 in Review

Private Wealth Management Group increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3% in Q3 2026, buying an estimated $662K and bringing the position to 567,328 shares worth $22.5M. The position accounts for 5.07% of the portfolio, ranked #6.

Private Wealth Management Group first reported a position in DFEM in Q4 2023 and has held it in 12 quarters since. 170 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

  • Private Wealth Management Group held 567,328 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $22.5M as of Q3 2026.
  • Private Wealth Management Group bought 16,771 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $662K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 5.07% of Private Wealth Management Group's portfolio in Q3 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 12 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.