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 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	$9.62M	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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Delap Wealth Advisory's DFEM Position: Q2 2026 in Review

Delap Wealth Advisory increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.1% in Q2 2026, buying an estimated $168K and bringing the position to 400,452 shares worth $16.3M. The position accounts for 5.5% of the portfolio, ranked #4.

Delap Wealth Advisory first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Delap Wealth Advisory held 400,452 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $16.3M as of Q2 2026.
Delap Wealth Advisory bought 4,274 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $168K.
Dimensional Emerging Markets Core Equity 2 ETF made up 5.5% of Delap Wealth Advisory's portfolio in Q2 2026, its #4 holding.
Delap Wealth Advisory first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.