SageView Advisory Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

SageView Advisory 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	$1.31M	Sell	32,206 -2,272	-7%	-$89.3K	0.04%	210
2026 Q1	$1.19M	Sell	34,478 -1,992	-5%	-$70.8K	0.04%	211
2025 Q4	$1.21M	Sell	36,470 -1,738	-5%	-$56.8K	0.04%	229
2025 Q3	$1.23M	Sell	38,208 -467	-1%	-$14.4K	0.04%	239
2025 Q2	$1.17M	Sell	38,675 -824	-2%	-$22.7K	0.04%	221
2025 Q1	$1.05M	Sell	39,499 -355	-0.9%	-$9.44K	0.04%	219
2024 Q4	$1.04M	Buy	39,854 +58	+0.1%	+$1.58K	0.04%	216
2024 Q3	$1.12M	Buy	39,796 +833	+2%	+$22.4K	0.06%	180
2024 Q2	$1.04M	Sell	38,963 -103	-0.3%	-$2.7K	0.05%	217
2024 Q1	$996K	Sell	39,066 -224	-0.6%	-$5.55K	0.05%	199
2023 Q4	$949K	Sell	39,290 -314	-0.8%	-$7.43K	0.04%	266
2023 Q3	$923K	Buy	39,604 +676	+2%	+$16.3K	0.05%	222
2023 Q2	$936K	Buy	38,928 +75	+0.2%	+$1.78K	0.05%	237
2023 Q1	$917K	Buy	38,853 +815	+2%	+$19.2K	0.06%	216
2022 Q4	$854K	Buy	+38,038	New	+$829K	0.07%	172

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

SageView Advisory Group's DFEM Position: Q2 2026 in Review

SageView Advisory Group reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 6.6% in Q2 2026, selling an estimated $89.3K and leaving 32,206 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #210.

SageView Advisory Group first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

SageView Advisory Group held 32,206 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.31M as of Q2 2026.
SageView Advisory Group sold 2,272 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $89.3K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #210 holding.
SageView Advisory Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.