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
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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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: Q4 2025 in Review

SageView Advisory Group reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4.5% in Q4 2025, selling an estimated $56.8K and leaving 36,470 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #229.

SageView Advisory Group first reported a position in DFEM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.23M in Q3 2025. 527 funds tracked by Wall St. Rank hold DFEM as of Q4 2025.

SageView Advisory Group held 36,470 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.21M as of Q4 2025.
SageView Advisory Group sold 1,738 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2025, an estimated $56.8K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #229 holding.
SageView Advisory Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $1.23M in Q3 2025.
527 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.