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SHP Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

SHP Wealth Management’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 		– Sell
-2,741
Closed -$90.7K – 1843
2025
Q4 		$90.7K Buy
+2,741
New +$89.6K 0.01% 368

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 $34.1B AUM 22.4% 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 $5.99B AUM 21.91% 1-Year Est. Return

SHP Wealth Management's DFEM Position: Q1 2026 in Review

SHP Wealth Management sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2026, closing a stake of 2,741 shares — an estimated $90.7K sold.

SHP Wealth Management first reported a position in DFEM in Q4 2025 and held it in 1 quarter. The position peaked at $90.7K in Q4 2025. 560 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • SHP Wealth Management reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 2,741 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $90.7K.
  • SHP Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $90.7K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.