Disciplined Investments’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Disciplined Investments’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	$881K	Buy	21,682 +2,341	+12%	+$92K	0.28%	63
2026 Q1	$668K	Sell	19,341 -700	-3%	-$24.9K	0.24%	67
2025 Q4	$663K	Hold	20,041	–	–	0.25%	68
2025 Q3	$643K	Buy	20,041 +745	+4%	+$23K	0.26%	72
2025 Q2	$573K	Sell	19,296 -3,034	-14%	-$83.4K	0.24%	73
2025 Q1	$591K	Sell	22,330 -20	-0.1%	-$532	0.27%	73
2024 Q4	$585K	Hold	22,350	–	–	0.29%	75
2024 Q3	$629K	Hold	22,350	–	–	0.31%	72
2024 Q2	$597K	Hold	22,350	–	–	0.32%	71
2024 Q1	$570K	Sell	22,350 -433	-2%	-$10.7K	0.31%	70
2023 Q4	$569K	Buy	22,783 +5,092	+29%	+$120K	0.33%	69
2023 Q3	$412K	Hold	17,691	–	–	0.25%	79
2023 Q2	$425K	Buy	17,691 +1,471	+9%	+$34.9K	0.23%	81
2023 Q1	$383K	Buy	16,220 +6,006	+59%	+$142K	0.16%	103
2022 Q4	$229K	Buy	+10,214	New	+$223K	0.11%	108

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

Disciplined Investments's DFEM Position: Q2 2026 in Review

Disciplined Investments increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 12% in Q2 2026, buying an estimated $92K and bringing the position to 21,682 shares worth $881K. The position accounts for 0.28% of the portfolio, ranked #63.

Disciplined Investments first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Disciplined Investments held 21,682 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $881K as of Q2 2026.
Disciplined Investments bought 2,341 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $92K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.28% of Disciplined Investments's portfolio in Q2 2026, its #63 holding.
Disciplined Investments first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.