WUW
DFEM icon

Wheels Up Wealth’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Wheels Up Wealth’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 		$4.1M Sell
100,926
-4,089
-4% -$161K 3.48% 8
2026
Q1 		$3.63M Sell
105,015
-2,258
-2% -$80.2K 3.41% 7
2025
Q4 		$3.55M Buy
+107,273
New +$3.51M 3.31% 8

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

Wheels Up Wealth's DFEM Position: Q2 2026 in Review

Wheels Up Wealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.9% in Q2 2026, selling an estimated $161K and leaving 100,926 shares worth $4.1M. The position accounts for 3.48% of the portfolio, ranked #8.

Wheels Up Wealth first reported a position in DFEM in Q4 2025 and has held it in 3 quarters since. 594 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Wheels Up Wealth held 100,926 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $4.1M as of Q2 2026.
  • Wheels Up Wealth sold 4,089 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $161K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 3.48% of Wheels Up Wealth's portfolio in Q2 2026, its #8 holding.
  • Wheels Up Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 594 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Wheels Up Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.