Apella Capital
DFEM icon

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
Q3 		$75.6M Buy
1,879,918
+213,254
+13% +$8.41M 0.96% 22
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Apella Capital's DFEM Position: Q3 2026 in Review

Apella Capital increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 13% in Q3 2026, buying an estimated $8.41M and bringing the position to 1,879,918 shares worth $75.6M. The position accounts for 0.96% of the portfolio, ranked #22.

Apella Capital first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 136 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

  • Apella Capital held 1,879,918 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $75.6M as of Q3 2026.
  • Apella Capital bought 213,254 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $8.41M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.96% of Apella Capital's portfolio in Q3 2026, its #22 holding.
  • Apella Capital first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 136 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.