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

BetterWealth’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	$4.99M	Sell	125,715 -1,057	-0.8%	-$41.7K	0.85%	16
2026 Q2	$5.15M	Sell	126,772 -995	-0.8%	-$39.1K	0.91%	18
2026 Q1	$4.41M	Sell	127,767 -1,363	-1%	-$48.4K	0.87%	19
2025 Q4	$4.27M	Sell	129,130 -1,870	-1%	-$61.1K	0.97%	18
2025 Q3	$4.2M	Sell	131,000 -4,292	-3%	-$132K	1%	17
2025 Q2	$4.02M	Sell	135,292 -3,441	-2%	-$94.6K	1.03%	16
2025 Q1	$3.67M	Sell	138,733 -8,907	-6%	-$237K	1.03%	17
2024 Q4	$3.87M	Sell	147,640 -448,156	-75%	-$12.2M	1.07%	16
2024 Q3	$16.8M	Buy	595,796 +17,120	+3%	+$460K	4.96%	7
2024 Q2	$15.5M	Buy	578,676 +17,900	+3%	+$469K	4.93%	7
2024 Q1	$14.3M	Buy	560,776 +11,715	+2%	+$290K	4.66%	7
2023 Q4	$13.7M	Buy	549,061 +1,499	+0.3%	+$35.5K	4.69%	7
2023 Q3	$12.8M	Buy	547,562 +2,857	+0.5%	+$69.1K	5.14%	8
2023 Q2	$13.1M	Buy	544,705 +3,504	+0.6%	+$83.1K	5.1%	7
2023 Q1	$12.8M	Buy	541,201 +21,023	+4%	+$496K	5.17%	8
2022 Q4	$11.7M	Buy	520,178 +58,352	+13%	+$1.27M	5.26%	8
2022 Q3	$9.44M	Buy	461,826 +33,123	+8%	+$760K	4.86%	8
2022 Q2	$10.1M	Buy	+428,703	New	+$10.5M	4.98%	8

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

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 Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

BetterWealth's DFEM Position: Q3 2026 in Review

BetterWealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.83% in Q3 2026, selling an estimated $41.7K and leaving 125,715 shares worth $4.99M. The position accounts for 0.85% of the portfolio, ranked #16.

BetterWealth first reported a position in DFEM in Q2 2022 and has held it in 18 quarters since. The position peaked at $16.8M in Q3 2024. 126 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

BetterWealth held 125,715 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $4.99M as of Q3 2026.
BetterWealth sold 1,057 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $41.7K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.85% of BetterWealth's portfolio in Q3 2026, its #16 holding.
BetterWealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 18 quarters since.
BetterWealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $16.8M in Q3 2024.
126 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.