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 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

FFM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Private Wealth Management Group's DFEM Position: Q2 2026 in Review

Private Wealth Management Group reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.9% in Q2 2026, selling an estimated $426K and leaving 550,557 shares worth $22.4M. The position accounts for 5.19% of the portfolio, ranked #5.

Private Wealth Management Group first reported a position in DFEM in Q4 2023 and has held it in 11 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Private Wealth Management Group held 550,557 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $22.4M as of Q2 2026.
Private Wealth Management Group sold 10,852 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $426K.
Dimensional Emerging Markets Core Equity 2 ETF made up 5.19% of Private Wealth Management Group's portfolio in Q2 2026, its #5 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 11 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.