Delap Wealth Advisory’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Delap Wealth Advisory’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	$15.5M	Sell	389,931 -10,521	-3%	-$415K	5.33%	5
2026 Q2	$16.3M	Buy	400,452 +4,274	+1%	+$168K	5.5%	4
2026 Q1	$13.7M	Buy	396,178 +14,680	+4%	+$521K	5.15%	7
2025 Q4	$12.6M	Buy	381,498 +16,409	+4%	+$536K	4.87%	7
2025 Q3	$11.8M	Buy	365,089 +14,384	+4%	+$444K	4.97%	8
2025 Q2	$10.4M	Sell	350,705 -12,714	-3%	-$350K	5%	7
2025 Q1	$9.6M	Buy	363,419 +60,553	+20%	+$1.61M	5.36%	8
2024 Q4	$7.93M	Buy	302,866 +14,841	+5%	+$403K	4.74%	6
2024 Q3	$8.11M	Sell	288,025 -243,508	-46%	-$6.54M	5.13%	5
2024 Q2	$14.2M	Buy	531,533 +274,946	+107%	+$7.21M	6.54%	4
2024 Q1	$6.54M	Buy	256,587 +22,799	+10%	+$565K	2.64%	7
2023 Q4	$5.84M	Buy	233,788 +196,808	+532%	+$4.65M	2.64%	11
2023 Q3	$862K	Sell	36,980 -978	-3%	-$23.6K	0.83%	21
2023 Q2	$913K	Sell	37,958 -42,784	-53%	-$1.02M	0.9%	19
2023 Q1	$1.9M	Buy	80,742 +171	+0.2%	+$4.04K	1.95%	15
2022 Q4	$1.81M	Buy	+80,571	New	+$1.76M	1.89%	16

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

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

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Delap Wealth Advisory's DFEM Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.6% in Q3 2026, selling an estimated $415K and leaving 389,931 shares worth $15.5M. The position accounts for 5.33% of the portfolio, ranked #5.

Delap Wealth Advisory first reported a position in DFEM in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.3M in Q2 2026. 136 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Delap Wealth Advisory held 389,931 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $15.5M as of Q3 2026.
Delap Wealth Advisory sold 10,521 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $415K.
Dimensional Emerging Markets Core Equity 2 ETF made up 5.33% of Delap Wealth Advisory's portfolio in Q3 2026, its #5 holding.
Delap Wealth Advisory first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
Delap Wealth Advisory's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $16.3M in Q2 2026.
136 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.