CFS Investment Advisory Services’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

CFS Investment Advisory Services’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	$3.26M	Sell	82,727 -2,221	-3%	-$87.3K	0.22%	92
2026 Q1	$3.28M	Sell	84,948 -4,178	-5%	-$148K	0.23%	87
2025 Q4	$2.95M	Buy	89,126 +52	+0.1%	+$1.7K	0.22%	96
2025 Q3	$2.94M	Sell	89,074 -830	-0.9%	-$25.6K	0.22%	87
2025 Q2	$2.67M	Buy	89,904 +286	+0.3%	+$7.86K	0.22%	91
2025 Q1	$2.37M	Sell	89,618 -1,658	-2%	-$44.1K	0.21%	94
2024 Q4	$2.39M	Sell	91,276 -1,895	-2%	-$51.5K	0.21%	90
2024 Q3	$2.62M	Sell	93,171 -2,675	-3%	-$71.8K	0.22%	84
2024 Q2	$2.56M	Sell	95,846 -49	-0.1%	-$1.28K	0.21%	81
2024 Q1	$2.44M	Sell	95,895 -514	-0.5%	-$12.7K	0.41%	44
2023 Q4	$2.41M	Buy	96,409 +30,669	+47%	+$725K	0.43%	43
2023 Q3	$1.53M	Buy	65,740 +992	+2%	+$24K	0.24%	67
2023 Q2	$1.56M	Sell	64,748 -1,194	-2%	-$28.3K	0.2%	91
2023 Q1	$1.56M	Buy	65,942 +2,379	+4%	+$56.2K	0.28%	57
2022 Q4	$1.43M	Sell	63,563 -871,328	-93%	-$19M	0.32%	49
2022 Q3	$935K	Buy	+934,891	New	+$21.5M	0.22%	60

Other funds holding DFEM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

CFS Investment Advisory Services's DFEM Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.6% in Q2 2026, selling an estimated $87.3K and leaving 82,727 shares worth $3.26M. The position accounts for 0.22% of the portfolio, ranked #92.

CFS Investment Advisory Services first reported a position in DFEM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.28M in Q1 2026. 165 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

CFS Investment Advisory Services held 82,727 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.26M as of Q2 2026.
CFS Investment Advisory Services sold 2,221 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $87.3K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.22% of CFS Investment Advisory Services's portfolio in Q2 2026, its #92 holding.
CFS Investment Advisory Services first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
CFS Investment Advisory Services's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $3.28M in Q1 2026.
165 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.