DiNuzzo Private Wealth’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

DiNuzzo Private Wealth’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	$28M	Sell	705,445 -11,398	-2%	-$450K	2.78%	12
2026 Q2	$29.1M	Sell	716,843 -23,353	-3%	-$918K	2.88%	12
2026 Q1	$25.6M	Buy	740,196 +4,767	+0.6%	+$169K	2.76%	12
2025 Q4	$24.3M	Sell	735,429 -31,833	-4%	-$1.04M	2.65%	13
2025 Q3	$23.7M	Sell	767,262 -5,734	-0.7%	-$177K	2.68%	12
2025 Q2	$22.9M	Sell	772,996 -2,811	-0.4%	-$77.3K	2.72%	12
2025 Q1	$20.5M	Buy	775,807 +3,553	+0.5%	+$94.5K	2.58%	12
2024 Q4	$20.2M	Buy	772,254 +15,792	+2%	+$429K	2.56%	12
2024 Q3	$21.3M	Buy	756,462 +5,340	+0.7%	+$143K	2.63%	12
2024 Q2	$20.1M	Sell	751,122 -1,096	-0.1%	-$28.7K	2.71%	12
2024 Q1	$19.2M	Buy	752,218 +8,001	+1%	+$198K	2.59%	13
2023 Q4	$18.6M	Buy	+744,217	New	+$17.6M	2.64%	14

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

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

IWM

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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

DiNuzzo Private Wealth's DFEM Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.6% in Q3 2026, selling an estimated $450K and leaving 705,445 shares worth $28M. The position accounts for 2.78% of the portfolio, ranked #12.

DiNuzzo Private Wealth first reported a position in DFEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $29.1M in Q2 2026. 116 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

DiNuzzo Private Wealth held 705,445 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $28M as of Q3 2026.
DiNuzzo Private Wealth sold 11,398 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $450K.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.78% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #12 holding.
DiNuzzo Private Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $29.1M in Q2 2026.
116 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

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