Cahill Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Cahill Wealth 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
2025 Q1	$1.6M	Sell	60,570 -648	-1%	-$17.2K	0.82%	22
2024 Q4	$1.6M	Buy	61,218 +347	+0.6%	+$9.43K	0.82%	20
2024 Q3	$1.71M	Buy	60,871 +7,159	+13%	+$192K	0.88%	19
2024 Q2	$1.47M	Buy	53,712 +2,984	+6%	+$78.2K	0.88%	19
2024 Q1	$1.29M	Buy	50,728 +483	+1%	+$12K	0.75%	20
2023 Q4	$1.25M	Buy	50,245 +3,324	+7%	+$78.6K	0.84%	20
2023 Q3	$1.09M	Buy	46,921 +4,800	+11%	+$116K	0.84%	20
2023 Q2	$1.01M	Buy	42,121 +2,310	+6%	+$54.8K	0.7%	22
2023 Q1	$939K	Buy	39,811 +3,610	+10%	+$85.2K	0.69%	22
2022 Q4	$867K	Buy	36,201 +19,723	+120%	+$430K	0.63%	26
2022 Q3	$336K	Buy	16,478 +110	+0.7%	+$2.52K	0.3%	34
2022 Q2	$385K	Buy	+16,368	New	+$401K	0.33%	34

Other funds holding DFEM

FFM

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Cahill Wealth Management's DFEM Position: Q1 2025 in Review

Cahill Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.1% in Q1 2025, selling an estimated $17.2K and leaving 60,570 shares worth $1.6M. The position accounts for 0.82% of the portfolio, ranked #22.

Cahill Wealth Management first reported a position in DFEM in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.71M in Q3 2024. 429 funds tracked by Wall St. Rank hold DFEM as of Q1 2025.

Cahill Wealth Management held 60,570 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.6M as of Q1 2025.
Cahill Wealth Management sold 648 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2025, an estimated $17.2K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.82% of Cahill Wealth Management's portfolio in Q1 2025, its #22 holding.
Cahill Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 12 quarters since.
Cahill Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $1.71M in Q3 2024.
429 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.