WA
DFEM icon

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

Waverly 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 		$2.24M Hold
64,799
– – 0.02% 624
2025
Q4 		$2.14M Buy
+64,799
New +$2.12M 0.02% 581

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

Waverly Advisors's DFEM Position: Q1 2026 in Review

Waverly Advisors held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q1 2026 at 64,799 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #624.

Waverly 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.

  • Waverly Advisors held 64,799 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.24M as of Q1 2026.
  • Waverly Advisors left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #624 holding.
  • Waverly 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.