TAFW
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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
Q2 		$676K Buy
16,635
+1,171
+8% +$46K 0.21% 144
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 $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 $6.09B AUM 14.51% 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

Tred Avon Family Wealth's DFEM Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 7.6% in Q2 2026, buying an estimated $46K and bringing the position to 16,635 shares worth $676K. The position accounts for 0.21% of the portfolio, ranked #144.

Tred Avon Family Wealth first reported a position in DFEM in Q1 2026 and has held it in 2 quarters since. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Tred Avon Family Wealth held 16,635 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $676K as of Q2 2026.
  • Tred Avon Family Wealth bought 1,171 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $46K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.21% of Tred Avon Family Wealth's portfolio in Q2 2026, its #144 holding.
  • Tred Avon Family Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • 597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.