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

Aspen Capital 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 Q2	$22.7M	Buy	557,707 +23,336	+4%	+$917K	5%	5
2026 Q1	$18.5M	Buy	534,371 +9,486	+2%	+$337K	4.57%	5
2025 Q4	$17.4M	Buy	524,885 +18,470	+4%	+$604K	4.3%	6
2025 Q3	$16.2M	Buy	506,415 +41,435	+9%	+$1.28M	4.14%	6
2025 Q2	$13.8M	Buy	464,980 +13,079	+3%	+$360K	3.87%	7
2025 Q1	$12M	Buy	+451,901	New	+$12M	3.82%	7

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

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 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

Aspen Capital Management's DFEM Position: Q2 2026 in Review

Aspen Capital Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4.4% in Q2 2026, buying an estimated $917K and bringing the position to 557,707 shares worth $22.7M. The position accounts for 5% of the portfolio, ranked #5.

Aspen Capital Management first reported a position in DFEM in Q1 2025 and has held it in 6 quarters since. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Aspen Capital Management held 557,707 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $22.7M as of Q2 2026.
Aspen Capital Management bought 23,336 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $917K.
Dimensional Emerging Markets Core Equity 2 ETF made up 5% of Aspen Capital Management's portfolio in Q2 2026, its #5 holding.
Aspen Capital Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Aspen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.