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Sowell Financial Services’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Sowell Financial Services’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 		$4.23M Buy
104,168
+598
+0.6% +$23.5K 0.14% 159
2026
Q1 		$3.58M Buy
103,570
+545
+0.5% +$19.4K 0.13% 166
2025
Q4 		$3.41M Buy
103,025
+5,630
+6% +$184K 0.13% 167
2025
Q3 		$3.12M Buy
97,395
+6,389
+7% +$197K 0.12% 182
2025
Q2 		$2.7M Buy
91,006
+2,203
+2% +$60.6K 0.11% 190
2025
Q1 		$2.35M Sell
88,803
-344
-0.4% -$9.15K 0.11% 200
2024
Q4 		$2.33M Buy
89,147
+971
+1% +$26.4K 0.12% 185
2024
Q3 		$2.48M Sell
88,176
-2,850
-3% -$76.5K 0.12% 198
2024
Q2 		$2.43M Buy
91,026
+300
+0.3% +$7.87K 0.12% 181
2024
Q1 		$2.31M Buy
90,726
+3,266
+4% +$81K 0.11% 195
2023
Q4 		$2.18M Buy
87,460
+2,364
+3% +$55.9K 0.12% 191
2023
Q3 		$1.98M Buy
85,096
+2,248
+3% +$54.4K 0.12% 185
2023
Q2 		$1.99M Sell
82,848
-500
-0.6% -$11.9K 0.11% 218
2023
Q1 		$1.97M Buy
83,348
+3,349
+4% +$79.1K 0.15% 155
2022
Q4 		$1.8M Buy
79,999
+58,379
+270% +$1.27M 0.12% 203
2022
Q3 		$442K Sell
21,620
-187,403
-90% -$4.3M 0.04% 331
2022
Q2 		$7.84M Buy
+209,023
New +$5.12M 0.72% 29

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 $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
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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
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

Sowell Financial Services's DFEM Position: Q2 2026 in Review

Sowell Financial Services increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.58% in Q2 2026, buying an estimated $23.5K and bringing the position to 104,168 shares worth $4.23M. The position accounts for 0.14% of the portfolio, ranked #159.

Sowell Financial Services first reported a position in DFEM in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.84M in Q2 2022. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Sowell Financial Services held 104,168 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $4.23M as of Q2 2026.
  • Sowell Financial Services bought 598 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $23.5K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #159 holding.
  • Sowell Financial Services first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • Sowell Financial Services's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $7.84M in Q2 2022.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.