Causey Wealth LLC’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Causey Wealth LLC’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	$13.2M	Sell	324,527 -2,750	-0.8%	-$108K	5.15%	4
2026 Q1	$11.3M	Sell	327,277 -3,537	-1%	-$126K	4.8%	5
2025 Q4	$10.9M	Sell	330,814 -7,529	-2%	-$246K	4.97%	4
2025 Q3	$10.9M	Sell	338,343 -9,037	-3%	-$279K	5.3%	4
2025 Q2	$10.3M	Sell	347,380 -19,659	-5%	-$540K	5.3%	5
2025 Q1	$9.71M	Sell	367,039 -79,442	-18%	-$2.11M	5.43%	4
2024 Q4	$11.7M	Buy	+446,481	New	+$12.1M	6.81%	2

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 $103B AUM 28.65% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Causey Wealth LLC's DFEM Position: Q2 2026 in Review

Causey Wealth LLC reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.84% in Q2 2026, selling an estimated $108K and leaving 324,527 shares worth $13.2M. The position accounts for 5.15% of the portfolio, ranked #4.

Causey Wealth LLC first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 592 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Causey Wealth LLC held 324,527 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $13.2M as of Q2 2026.
Causey Wealth LLC sold 2,750 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $108K.
Dimensional Emerging Markets Core Equity 2 ETF made up 5.15% of Causey Wealth LLC's portfolio in Q2 2026, its #4 holding.
Causey Wealth LLC first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
592 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.