Triad Wealth Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Triad Wealth Partners’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	$2.58M	Buy	67,682 +1,884	+3%	+$74K	0.15%	99
2026 Q1	$2.27M	Buy	65,798 +5,892	+10%	+$209K	0.18%	92
2025 Q4	$1.98M	Buy	59,906 +37,479	+167%	+$1.22M	0.19%	89
2025 Q3	$719K	Buy	22,427 +9,587	+75%	+$296K	0.09%	153
2025 Q2	$381K	Buy	+12,840	New	+$353K	0.08%	186

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 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

Triad Wealth Partners's DFEM Position: Q2 2026 in Review

Triad Wealth Partners increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.9% in Q2 2026, buying an estimated $74K and bringing the position to 67,682 shares worth $2.58M. The position accounts for 0.15% of the portfolio, ranked #99.

Triad Wealth Partners first reported a position in DFEM in Q2 2025 and has held it in 5 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Triad Wealth Partners held 67,682 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.58M as of Q2 2026.
Triad Wealth Partners bought 1,884 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $74K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.15% of Triad Wealth Partners's portfolio in Q2 2026, its #99 holding.
Triad Wealth Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.