United Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

United Wealth Management’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 Q3	$10.8M	Buy	272,332 +2,846	+1%	+$112K	2.86%	9
2026 Q2	$11M	Sell	269,486 -3,697	-1%	-$145K	2.46%	11
2026 Q1	$9.44M	Buy	273,183 +4,756	+2%	+$169K	2.35%	12
2025 Q4	$8.88M	Buy	268,427 +5,030	+2%	+$164K	2.3%	12
2025 Q3	$8.45M	Buy	263,397 +1,712	+0.7%	+$52.8K	2.3%	12
2025 Q2	$7.77M	Buy	261,685 +1,155	+0.4%	+$31.8K	2.25%	12
2025 Q1	$6.89M	Buy	260,530 +25,129	+11%	+$668K	2.16%	12
2024 Q4	$6.17M	Buy	+235,401	New	+$6.4M	2.08%	12

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

United Wealth Management's DFEM Position: Q3 2026 in Review

United Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.1% in Q3 2026, buying an estimated $112K and bringing the position to 272,332 shares worth $10.8M. The position accounts for 2.86% of the portfolio, ranked #9.

United Wealth Management first reported a position in DFEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $11M in Q2 2026. 452 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

United Wealth Management held 272,332 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $10.8M as of Q3 2026.
United Wealth Management bought 2,846 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $112K.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.86% of United Wealth Management's portfolio in Q3 2026, its #9 holding.
United Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
United Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $11M in Q2 2026.
452 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.