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W.H. Cornerstone Investments’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

W.H. Cornerstone Investments’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 		$2.75M Sell
79,680
-23,948
-23% -$851K 1.72% 14
2025
Q4 		$3.43M Buy
103,628
+5,601
+6% +$183K 2.07% 14
2025
Q3 		$3.14M Buy
98,027
+3,414
+4% +$105K 1.92% 14
2025
Q2 		$2.81M Buy
94,613
+12,605
+15% +$347K 1.78% 14
2025
Q1 		$2.17M Buy
82,008
+14,330
+21% +$381K 1.5% 14
2024
Q4 		$1.77M Buy
67,678
+3,488
+5% +$94.8K 1.18% 15
2024
Q3 		$1.81M Buy
64,190
+25,842
+67% +$694K 1.22% 16
2024
Q2 		$1.02M Buy
38,348
+3,710
+11% +$97.3K 0.73% 33
2024
Q1 		$883K Buy
34,638
+11,756
+51% +$291K 0.64% 46
2023
Q4 		$571K Buy
+22,882
New +$541K 0.45% 59

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 $4.79B AUM 16.42% 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

W.H. Cornerstone Investments's DFEM Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 23% in Q1 2026, selling an estimated $851K and leaving 79,680 shares worth $2.75M. The position accounts for 1.72% of the portfolio, ranked #14.

W.H. Cornerstone Investments first reported a position in DFEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.43M in Q4 2025. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • W.H. Cornerstone Investments held 79,680 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.75M as of Q1 2026.
  • W.H. Cornerstone Investments sold 23,948 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $851K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.72% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #14 holding.
  • W.H. Cornerstone Investments first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • W.H. Cornerstone Investments's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $3.43M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.