SFC
DFEM icon

Strategic Financial Concepts’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Strategic Financial Concepts’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
2025
Q4 		– Sell
-6,850
Closed -$220K – 153
2025
Q3 		$220K Hold
6,850
– – 0.03% 248
2025
Q2 		$203K Buy
+6,850
New +$188K 0.03% 264

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $9.92B AUM 21.52% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

Strategic Financial Concepts's DFEM Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q4 2025, closing a stake of 6,850 shares — an estimated $220K sold.

Strategic Financial Concepts first reported a position in DFEM in Q2 2025 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 527 funds tracked by Wall St. Rank hold DFEM as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 6,850 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2025, an estimated $220K.
  • Strategic Financial Concepts first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $220K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.