DFP
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Donalies Financial Planning’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Donalies Financial 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
Q2 		$517K Buy
12,712
+1,601
+14% +$62.9K 0.38% 55
2026
Q1 		$384K Buy
11,111
+1
+0% +$36 0.33% 52
2025
Q4 		$368K Buy
+11,110
New +$363K 0.31% 51

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Donalies Financial Planning's DFEM Position: Q2 2026 in Review

Donalies Financial Planning increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 14% in Q2 2026, buying an estimated $62.9K and bringing the position to 12,712 shares worth $517K. The position accounts for 0.38% of the portfolio, ranked #55.

Donalies Financial Planning first reported a position in DFEM in Q4 2025 and has held it in 3 quarters since. 594 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Donalies Financial Planning held 12,712 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $517K as of Q2 2026.
  • Donalies Financial Planning bought 1,601 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $62.9K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.38% of Donalies Financial Planning's portfolio in Q2 2026, its #55 holding.
  • Donalies Financial Planning first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 594 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.