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Syverson Strege & Co’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Syverson Strege & Co’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 		$25.8M Sell
747,068
-9,474
-1% -$336K 6.21% 3
2025
Q4 		$25M Sell
756,542
-7,514
-1% -$246K 5.92% 3
2025
Q3 		$24.5M Sell
764,056
-55,166
-7% -$1.7M 5.87% 3
2025
Q2 		$24.3M Buy
819,222
+159,985
+24% +$4.4M 5.74% 3
2025
Q1 		$17.4M Buy
659,237
+21,049
+3% +$560K 5.6% 3
2024
Q4 		$16.7M Buy
638,188
+14,293
+2% +$388K 5.57% 4
2024
Q3 		$17.6M Sell
623,895
-34,346
-5% -$922K 5.89% 3
2024
Q2 		$17.6M Buy
658,241
+90,378
+16% +$2.37M 6% 3
2024
Q1 		$14.5M Buy
567,863
+20,927
+4% +$519K 5.22% 4
2023
Q4 		$13.7M Buy
546,936
+37,595
+7% +$889K 5.3% 4
2023
Q3 		$11.9M Buy
509,341
+9,023
+2% +$218K 5.31% 4
2023
Q2 		$12M Buy
500,318
+2,859
+0.6% +$67.8K 5.15% 4
2023
Q1 		$11.7M Buy
497,459
+33,715
+7% +$796K 5.01% 4
2022
Q4 		$10.4M Buy
463,744
+51,343
+12% +$1.12M 4.72% 4
2022
Q3 		$8.43M Buy
412,401
+25,803
+7% +$592K 4.28% 4
2022
Q2 		$9.1M Buy
+386,598
New +$9.47M 3.34% 7

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
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 $4.48B AUM 13.76% 1-Year Est. Return
SC
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
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

Syverson Strege & Co's DFEM Position: Q1 2026 in Review

Syverson Strege & Co reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.3% in Q1 2026, selling an estimated $336K and leaving 747,068 shares worth $25.8M. The position accounts for 6.21% of the portfolio, ranked #3.

Syverson Strege & Co first reported a position in DFEM in Q2 2022 and has held it in 16 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Syverson Strege & Co held 747,068 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $25.8M as of Q1 2026.
  • Syverson Strege & Co sold 9,474 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $336K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 6.21% of Syverson Strege & Co's portfolio in Q1 2026, its #3 holding.
  • Syverson Strege & Co first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.