SPWM
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Straight Path Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Straight Path 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
Q2 		$18.3M Sell
451,026
-7,926
-2% -$311K 4.28% 6
2026
Q1 		$15.9M Buy
458,952
+19,844
+5% +$705K 4.24% 6
2025
Q4 		$14.5M Buy
439,108
+17,154
+4% +$561K 3.92% 6
2025
Q3 		$13.5M Buy
421,954
+33,936
+9% +$1.05M 3.65% 6
2025
Q2 		$11.5M Buy
388,018
+37,534
+11% +$1.03M 3.91% 7
2025
Q1 		$9.27M Buy
350,484
+33,260
+10% +$884K 3.75% 7
2024
Q4 		$8.31M Buy
317,224
+14,258
+5% +$388K 3.29% 7
2024
Q3 		$8.53M Buy
302,966
+24,194
+9% +$650K 3.67% 7
2024
Q2 		$7.45M Buy
278,772
+31,394
+13% +$823K 3.83% 6
2024
Q1 		$6.31M Buy
247,378
+23,266
+10% +$577K 3.54% 6
2023
Q4 		$5.59M Buy
224,112
+33,279
+17% +$787K 3.28% 6
2023
Q3 		$4.45M Buy
190,833
+15,672
+9% +$379K 3.02% 10
2023
Q2 		$4.21M Buy
175,161
+15,405
+10% +$365K 2.89% 10
2023
Q1 		$3.77M Buy
159,756
+20,788
+15% +$491K 3% 11
2022
Q4 		$3.12M Buy
138,968
+95,299
+218% +$2.08M 2.99% 12
2022
Q3 		$893K Buy
43,669
+21,590
+98% +$495K 0.8% 27
2022
Q2 		$520K Buy
+22,079
New +$541K 0.51% 32

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

Straight Path Wealth Management's DFEM Position: Q2 2026 in Review

Straight Path Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.7% in Q2 2026, selling an estimated $311K and leaving 451,026 shares worth $18.3M. The position accounts for 4.28% of the portfolio, ranked #6.

Straight Path Wealth Management first reported a position in DFEM in Q2 2022 and has held it in 17 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Straight Path Wealth Management held 451,026 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $18.3M as of Q2 2026.
  • Straight Path Wealth Management sold 7,926 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $311K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 4.28% of Straight Path Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Straight Path Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.