Sequoia Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Sequoia Financial 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	$185M	Buy	5,345,392 +378,216	+8%	+$13.4M	1.03%	21
2025 Q4	$164M	Buy	4,967,176 +79,318	+2%	+$2.59M	0.92%	23
2025 Q3	$157M	Buy	4,887,858 +255,616	+6%	+$7.89M	0.95%	22
2025 Q2	$137M	Buy	4,632,242 +424,489	+10%	+$11.7M	0.94%	18
2025 Q1	$111M	Buy	4,207,753 +2,735,103	+186%	+$72.7M	0.86%	19
2024 Q4	$38.6M	Buy	1,472,650 +286,286	+24%	+$7.78M	0.37%	58
2024 Q3	$33.4M	Buy	1,186,364 +101,079	+9%	+$2.71M	0.36%	68
2024 Q2	$29M	Buy	1,085,285 +118,671	+12%	+$3.11M	0.35%	67
2024 Q1	$24.6M	Buy	966,614 +73,881	+8%	+$1.83M	0.31%	76
2023 Q4	$22.3M	Buy	892,733 +139,554	+19%	+$3.3M	0.28%	78
2023 Q3	$17.6M	Buy	753,179 +86,697	+13%	+$2.1M	0.31%	63
2023 Q2	$16M	Buy	666,482 +125,571	+23%	+$2.98M	0.28%	70
2023 Q1	$12.8M	Buy	540,911 +531,886	+5,893%	+$12.6M	0.28%	63
2022 Q4	$203K	Buy	+9,025	New	+$197K	0.01%	729

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HSA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.61B AUM 31.08% 1-Year Est. Return

Sequoia Financial Advisors's DFEM Position: Q1 2026 in Review

Sequoia Financial Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 7.6% in Q1 2026, buying an estimated $13.4M and bringing the position to 5,345,392 shares worth $185M. The position accounts for 1.03% of the portfolio, ranked #21.

Sequoia Financial Advisors first reported a position in DFEM in Q4 2022 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Sequoia Financial Advisors held 5,345,392 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $185M as of Q1 2026.
Sequoia Financial Advisors bought 378,216 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $13.4M.
Dimensional Emerging Markets Core Equity 2 ETF made up 1.03% of Sequoia Financial Advisors's portfolio in Q1 2026, its #21 holding.
Sequoia Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.