CogentBlue Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

CogentBlue Wealth Advisors’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	$5.49M	Buy	138,141 +6,738	+5%	+$266K	5.1%	7
2026 Q2	$5.34M	Buy	131,403 +439	+0.3%	+$17.2K	3.06%	10
2026 Q1	$4.52M	Buy	130,964 +1,044	+0.8%	+$37.1K	3.04%	11
2025 Q4	$4.3M	Buy	129,920 +20,235	+18%	+$661K	2.93%	11
2025 Q3	$3.52M	Buy	109,685 +12,098	+12%	+$373K	2.4%	15
2025 Q2	$2.9M	Buy	97,587 +3,029	+3%	+$83.3K	2.22%	14
2025 Q1	$2.5M	Buy	94,558 +2,653	+3%	+$70.5K	2.2%	13
2024 Q4	$2.41M	Buy	+91,905	New	+$2.5M	2.12%	13

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

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

CogentBlue Wealth Advisors's DFEM Position: Q3 2026 in Review

CogentBlue Wealth Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.1% in Q3 2026, buying an estimated $266K and bringing the position to 138,141 shares worth $5.49M. The position accounts for 5.1% of the portfolio, ranked #7.

CogentBlue Wealth Advisors first reported a position in DFEM in Q4 2024 and has held it in 8 quarters since. 257 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

CogentBlue Wealth Advisors held 138,141 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $5.49M as of Q3 2026.
CogentBlue Wealth Advisors bought 6,738 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $266K.
Dimensional Emerging Markets Core Equity 2 ETF made up 5.1% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #7 holding.
CogentBlue Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
257 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.