Wealthspire Advisors (New York)’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Wealthspire Advisors (New York)’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	$909K	Sell	26,302 -81	-0.3%	-$2.88K	0.01%	426
2025 Q4	$873K	Buy	26,383 +5,636	+27%	+$184K	0.01%	459
2025 Q3	$665K	Hold	20,747	–	–	﹤0.01%	476
2025 Q2	$616K	Buy	20,747 +3,736	+22%	+$103K	﹤0.01%	488
2025 Q1	$450K	Hold	17,011	–	–	﹤0.01%	542
2024 Q4	$446K	Buy	+17,011	New	+$462K	﹤0.01%	544

Other funds holding DFEM

FFM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HSA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Wealthspire Advisors (New York)'s DFEM Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.31% in Q1 2026, selling an estimated $2.88K and leaving 26,302 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #426.

Wealthspire Advisors (New York) first reported a position in DFEM in Q4 2024 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Wealthspire Advisors (New York) held 26,302 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $909K as of Q1 2026.
Wealthspire Advisors (New York) sold 81 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $2.88K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #426 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.