Apella Capital’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Apella Capital’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	$65.3M	Buy	1,666,664 +9,486	+0.6%	+$373K	0.92%	22
2026 Q1	$64M	Buy	1,657,178 +285,061	+21%	+$10.1M	0.95%	21
2025 Q4	$45.4M	Buy	1,372,117 +37,379	+3%	+$1.22M	0.9%	23
2025 Q3	$43.4M	Sell	1,334,738 -24,592	-2%	-$759K	0.97%	22
2025 Q2	$40.2M	Buy	1,359,330 +1,238	+0.1%	+$34K	1.09%	20
2025 Q1	$33.9M	Sell	1,358,092 -40,160	-3%	-$1.07M	1.16%	18
2024 Q4	$36.6M	Buy	1,398,252 +295,252	+27%	+$8.02M	1.4%	16
2024 Q3	$31.7M	Buy	1,103,000 +77,782	+8%	+$2.09M	1.3%	18
2024 Q2	$28M	Buy	1,025,218 +105,849	+12%	+$2.77M	1.25%	20
2024 Q1	$23.9M	Buy	919,369 +114,347	+14%	+$2.83M	1.21%	21
2023 Q4	$19.7M	Buy	805,022 +602,252	+297%	+$14.2M	1.1%	25
2023 Q3	$4.73M	Buy	202,770 +75,138	+59%	+$1.82M	0.33%	54
2023 Q2	$3.07M	Buy	+127,632	New	+$3.03M	0.22%	65
2022 Q4	$1.3M	Buy	+58,056	New	+$1.27M	0.12%	89

Other funds holding DFEM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM