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Copperleaf Capital’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Copperleaf Capital’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
2025
Q3 		$1.44M Buy
44,940
+607
+1% +$18.7K 0.69% 37
2025
Q2 		$1.32M Buy
44,333
+4,349
+11% +$120K 0.67% 43
2025
Q1 		$1.06M Buy
39,984
+1,492
+4% +$39.7K 0.63% 44
2024
Q4 		$1.01M Buy
38,492
+3,033
+9% +$82.4K 0.64% 43
2024
Q3 		$998K Buy
35,459
+1,105
+3% +$29.7K 0.76% 36
2024
Q2 		$918K Sell
34,354
-784
-2% -$20.6K 0.73% 39
2024
Q1 		$896K Buy
35,138
+5,716
+19% +$142K 0.78% 40
2023
Q4 		$734K Sell
29,422
-2,539
-8% -$60.1K 0.75% 45
2023
Q3 		$745K Buy
31,961
+6,368
+25% +$154K 0.81% 39
2023
Q2 		$616K Buy
25,593
+9,020
+54% +$214K 0.58% 40
2023
Q1 		$391K Buy
+16,573
New +$391K 0.39% 51

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Copperleaf Capital's DFEM Position: Q3 2025 in Review

Copperleaf Capital increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.4% in Q3 2025, buying an estimated $18.7K and bringing the position to 44,940 shares worth $1.44M. The position accounts for 0.69% of the portfolio, ranked #37.

Copperleaf Capital first reported a position in DFEM in Q1 2023 and has held it in 11 quarters since. 472 funds tracked by Wall St. Rank hold DFEM as of Q3 2025.

  • Copperleaf Capital held 44,940 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.44M as of Q3 2025.
  • Copperleaf Capital bought 607 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2025, an estimated $18.7K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.69% of Copperleaf Capital's portfolio in Q3 2025, its #37 holding.
  • Copperleaf Capital first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 11 quarters since.
  • 472 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.