Andrews Lucia Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Andrews Lucia Wealth Management’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	$641K	Sell	18,547 -1,132	-6%	-$40.2K	0.38%	22
2025 Q4	$651K	Sell	19,679 -950	-5%	-$31K	0.39%	22
2025 Q3	$662K	Buy	20,629 +463	+2%	+$14.3K	0.4%	22
2025 Q2	$599K	Buy	20,166 +4,675	+30%	+$129K	0.39%	21
2025 Q1	$406K	Buy	15,491 +59	+0.4%	+$1.57K	0.27%	22
2024 Q4	$434K	Buy	15,432 +1,150	+8%	+$31.3K	0.29%	21
2024 Q3	$382K	Buy	14,282 +980	+7%	+$26.3K	0.27%	21
2024 Q2	$339K	Hold	13,302	–	–	0.24%	23
2024 Q1	$339K	Hold	13,302	–	–	0.24%	22
2023 Q4	$332K	Buy	13,302 +2,300	+21%	+$54.4K	0.26%	22
2023 Q3	$256K	Hold	11,002	–	–	0.22%	24
2023 Q2	$265K	Sell	11,002 -362	-3%	-$8.59K	0.22%	24
2023 Q1	$268K	Hold	11,364	–	–	0.24%	24
2022 Q4	$255K	Buy	+11,364	New	+$248K	0.24%	23

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $9.92B AUM 21.52% 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 $4.48B AUM 13.76% 1-Year Est. Return

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 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

Andrews Lucia Wealth Management's DFEM Position: Q1 2026 in Review

Andrews Lucia Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.8% in Q1 2026, selling an estimated $40.2K and leaving 18,547 shares worth $641K. The position accounts for 0.38% of the portfolio, ranked #22.

Andrews Lucia Wealth Management first reported a position in DFEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $662K in Q3 2025. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Andrews Lucia Wealth Management held 18,547 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $641K as of Q1 2026.
Andrews Lucia Wealth Management sold 1,132 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $40.2K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.38% of Andrews Lucia Wealth Management's portfolio in Q1 2026, its #22 holding.
Andrews Lucia Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Andrews Lucia Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $662K in Q3 2025.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.