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 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

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

CogentBlue Wealth Advisors's DFEM Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.34% in Q2 2026, buying an estimated $17.2K and bringing the position to 131,403 shares worth $5.34M. The position accounts for 3.06% of the portfolio, ranked #10.

CogentBlue Wealth Advisors first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

CogentBlue Wealth Advisors held 131,403 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $5.34M as of Q2 2026.
CogentBlue Wealth Advisors bought 439 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $17.2K.
Dimensional Emerging Markets Core Equity 2 ETF made up 3.06% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #10 holding.
CogentBlue Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
154 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.