Cascade Financial Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Cascade Financial Partners’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	$427K	Hold	10,500	–	–	0.04%	192
2026 Q1	$363K	Hold	10,500	–	–	0.04%	189
2025 Q4	$347K	Hold	10,500	–	–	0.04%	189
2025 Q3	$337K	Hold	10,500	–	–	0.04%	194
2025 Q2	$312K	Buy	+10,500	New	+$289K	0.04%	199

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

Cascade Financial Partners's DFEM Position: Q2 2026 in Review

Cascade Financial Partners held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q2 2026 at 10,500 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #192.

Cascade Financial Partners first reported a position in DFEM in Q2 2025 and has held it in 5 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Cascade Financial Partners held 10,500 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $427K as of Q2 2026.
Cascade Financial Partners left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #192 holding.
Cascade Financial Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.