Creative Planning
DFEM icon

Creative Planning’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Creative Planning’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
Q1 		$18.7M Buy
540,748
+42,569
+9% +$1.51M 0.01% 474
2025
Q4 		$16.5M Buy
498,179
+54,674
+12% +$1.79M 0.01% 440
2025
Q3 		$14.2M Buy
443,505
+280,766
+173% +$8.67M 0.01% 455
2025
Q2 		$4.83M Buy
162,739
+4,605
+3% +$127K ﹤0.01% 775
2025
Q1 		$4.18M Buy
158,134
+659
+0.4% +$17.5K ﹤0.01% 781
2024
Q4 		$4.12M Buy
157,475
+8,131
+5% +$221K ﹤0.01% 738
2024
Q3 		$4.2M Buy
149,344
+8,519
+6% +$229K ﹤0.01% 703
2024
Q2 		$3.76M Buy
140,825
+6,582
+5% +$173K ﹤0.01% 724
2024
Q1 		$3.42M Buy
134,243
+4,688
+4% +$116K ﹤0.01% 748
2023
Q4 		$3.23M Buy
+129,555
New +$3.06M 0.01% 712

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $17.8B AUM 21.2% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return