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Approach Retirement Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Approach Retirement Advisors’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 		$1.88M Sell
46,276
-545
-1% -$21.4K 1.37% 19
2026
Q1 		$1.62M Sell
46,821
-785
-2% -$27.9K 1.35% 19
2025
Q4 		$1.57M Buy
+47,606
New +$1.56M 1.36% 17

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Approach Retirement Advisors's DFEM Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.2% in Q2 2026, selling an estimated $21.4K and leaving 46,276 shares worth $1.88M. The position accounts for 1.37% of the portfolio, ranked #19.

Approach Retirement Advisors first reported a position in DFEM in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Approach Retirement Advisors held 46,276 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.88M as of Q2 2026.
  • Approach Retirement Advisors sold 545 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $21.4K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.37% of Approach Retirement Advisors's portfolio in Q2 2026, its #19 holding.
  • Approach Retirement Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.