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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
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

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

UP Strategic Wealth Investment Advisors's DFEM Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 12% in Q1 2026, buying an estimated $145K and bringing the position to 39,278 shares worth $1.58M. The position accounts for 0.99% of the portfolio, ranked #16.

UP Strategic Wealth Investment Advisors first reported a position in DFEM in Q4 2025 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 39,278 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.58M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 4,079 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $145K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.99% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #16 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 2 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.