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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

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

Valeo Financial Advisors's DFEM Position: Q2 2026 in Review

Valeo Financial Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 507% in Q2 2026, buying an estimated $2.34M and bringing the position to 71,406 shares worth $2.9M. The position accounts for 0.06% of the portfolio, ranked #133.

Valeo Financial Advisors first reported a position in DFEM in Q1 2023 and has held it in 7 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Valeo Financial Advisors held 71,406 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.9M as of Q2 2026.
Valeo Financial Advisors bought 59,637 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $2.34M.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #133 holding.
Valeo Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 7 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.