Valeo Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Valeo Financial 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 Q3	$588K	Sell	14,800 -56,606	-79%	-$2.23M	0.01%	412
2026 Q2	$2.9M	Buy	71,406 +59,637	+507%	+$2.34M	0.06%	133
2026 Q1	$407K	Buy	11,769 +4,461	+61%	+$158K	0.01%	461
2025 Q4	$242K	Buy	+7,308	New	+$239K	0.01%	694
2025 Q1	–	Sell	-7,899	Closed	-$207K	–	708
2024 Q4	$207K	Hold	7,899	–	–	0.01%	657
2024 Q3	$222K	Buy	+7,899	New	+$212K	0.01%	622
2023 Q3	–	Sell	-8,810	Closed	-$212K	–	650
2023 Q2	$212K	Hold	8,810	–	–	0.01%	530
2023 Q1	$208K	Buy	+8,810	New	+$208K	0.01%	543

Other funds holding DFEM

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 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

Valeo Financial Advisors's DFEM Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 79% in Q3 2026, selling an estimated $2.23M and leaving 14,800 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #412.

Valeo Financial Advisors first reported a position in DFEM in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.9M in Q2 2026. 534 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Valeo Financial Advisors held 14,800 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $588K as of Q3 2026.
Valeo Financial Advisors sold 56,606 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $2.23M.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #412 holding.
Valeo Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 8 quarters since.
Valeo Financial Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $2.9M in Q2 2026.
534 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.