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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

United Wealth Management's DFEM Position: Q2 2026 in Review

United Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.4% in Q2 2026, selling an estimated $145K and leaving 269,486 shares worth $11M. The position accounts for 2.46% of the portfolio, ranked #11.

United Wealth Management first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

United Wealth Management held 269,486 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $11M as of Q2 2026.
United Wealth Management sold 3,697 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $145K.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.46% of United Wealth Management's portfolio in Q2 2026, its #11 holding.
United Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
401 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.