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Schwarz Dygos Wheeler Investment Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
Q1 		$214K Hold
6,204
– – 0.04% 163
2025
Q4 		$205K Buy
+6,204
New +$203K 0.04% 164
2024
Q1 		– Sell
-16,991
Closed -$424K – 151
2023
Q4 		$424K Buy
16,991
+1,878
+12% +$44.4K 0.13% 99
2023
Q3 		$352K Buy
15,113
+3,300
+28% +$79.8K 0.12% 104
2023
Q2 		$284K Buy
11,813
+60
+0.5% +$1.42K 0.09% 116
2023
Q1 		$277K Sell
11,753
-180
-2% -$4.25K 0.1% 111
2022
Q4 		$268K Buy
+11,933
New +$260K 0.11% 105

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DFEM Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q1 2026 at 6,204 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #163.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFEM in Q4 2022 and has held it in 7 quarters since. The position peaked at $424K in Q4 2023. 559 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 6,204 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $214K as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.04% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #163 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 7 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $424K in Q4 2023.
  • 559 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.