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UP Strategic Wealth Investment Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$1.81M Buy
46,304
+7,026
+18% +$276K 1.08% 15
2026
Q1 		$1.58M Buy
39,278
+4,079
+12% +$145K 0.99% 16
2025
Q4 		$1.27M Buy
+35,199
New +$1.15M 0.93% 19

Other funds holding DFEM

Forum Financial Management
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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Forvis Mazars Wealth Advisors
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

UP Strategic Wealth Investment Advisors's DFEM Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 18% in Q2 2026, buying an estimated $276K and bringing the position to 46,304 shares worth $1.81M. The position accounts for 1.08% of the portfolio, ranked #15.

UP Strategic Wealth Investment Advisors first reported a position in DFEM in Q4 2025 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 46,304 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.81M as of Q2 2026.
  • UP Strategic Wealth Investment Advisors bought 7,026 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $276K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.08% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.