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Tred Avon Family Wealth’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Tred Avon Family Wealth’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 		$534K Buy
+15,464
New +$549K 0.18% 164

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 $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 $4.79B AUM 16.42% 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

Tred Avon Family Wealth's DFEM Position: Q1 2026 in Review

Tred Avon Family Wealth opened a new position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q1 2026: 15,464 shares worth $534K. The stake represents 0.18% of the portfolio and ranks #164 among its holdings.

558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Tred Avon Family Wealth held 15,464 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $534K as of Q1 2026.
  • Dimensional Emerging Markets Core Equity 2 ETF was a new Tred Avon Family Wealth position in Q1 2026.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.18% of Tred Avon Family Wealth's portfolio in Q1 2026, its #164 holding.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.