Sageworth Trust’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Sageworth Trust’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	$64M	Sell	1,575,383 -74,023	-4%	-$2.91M	2.52%	12
2026 Q1	$57M	Buy	1,649,406 +111,133	+7%	+$3.95M	2.45%	12
2025 Q4	$50.9M	Buy	1,538,273 +995,897	+184%	+$32.5M	2.18%	12
2025 Q3	$17.4M	Sell	542,376 -4,292	-0.8%	-$132K	0.81%	14
2025 Q2	$16.2M	Buy	546,668 +12,565	+2%	+$345K	0.9%	15
2025 Q1	$14.1M	Buy	534,103 +49,070	+10%	+$1.3M	0.88%	17
2024 Q4	$12.7M	Buy	485,033 +38,842	+9%	+$1.06M	0.79%	16
2024 Q3	$12.6M	Buy	446,191 +19,255	+5%	+$517K	0.75%	17
2024 Q2	$11.4M	Buy	426,936 +44,067	+12%	+$1.16M	0.72%	17
2024 Q1	$9.76M	Buy	382,869 +39,052	+11%	+$968K	0.63%	18
2023 Q4	$8.58M	Buy	343,817 +84,069	+32%	+$1.99M	0.59%	18
2023 Q3	$6.05M	Buy	259,748 +173,204	+200%	+$4.19M	0.44%	23
2023 Q2	$2.08M	Buy	86,544 +51,049	+144%	+$1.21M	0.15%	31
2023 Q1	$837K	Buy	35,495 +27,284	+332%	+$644K	0.06%	49
2022 Q4	$185K	Buy	+8,211	New	+$179K	0.01%	80

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

Sageworth Trust's DFEM Position: Q2 2026 in Review

Sageworth Trust reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4.5% in Q2 2026, selling an estimated $2.91M and leaving 1,575,383 shares worth $64M. The position accounts for 2.52% of the portfolio, ranked #12.

Sageworth Trust 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.

Sageworth Trust held 1,575,383 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $64M as of Q2 2026.
Sageworth Trust sold 74,023 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $2.91M.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.52% of Sageworth Trust's portfolio in Q2 2026, its #12 holding.
Sageworth Trust 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 Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.