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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
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 $7.07B 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

Triad Wealth Partners's DFEM Position: Q1 2026 in Review

Triad Wealth Partners increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 9.8% in Q1 2026, buying an estimated $209K and bringing the position to 65,798 shares worth $2.27M. The position accounts for 0.18% of the portfolio, ranked #92.

Triad Wealth Partners first reported a position in DFEM in Q2 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Triad Wealth Partners held 65,798 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.27M as of Q1 2026.
  • Triad Wealth Partners bought 5,892 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $209K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.18% of Triad Wealth Partners's portfolio in Q1 2026, its #92 holding.
  • Triad Wealth Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.