Dopkins Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Dopkins Wealth Management’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	$2.74M	Sell	67,472 -312	-0.5%	-$12.3K	1%	23
2026 Q1	$2.34M	Buy	67,784 +2,159	+3%	+$76.7K	0.94%	26
2025 Q4	$2.17M	Buy	65,625 +2,016	+3%	+$65.9K	0.89%	29
2025 Q3	$2.04M	Buy	63,609 +6,813	+12%	+$210K	0.86%	31
2025 Q2	$1.69M	Buy	56,796 +29,589	+109%	+$813K	0.76%	30
2025 Q1	$720K	Buy	27,207 +3,606	+15%	+$95.9K	0.37%	46
2024 Q4	$618K	Buy	+23,601	New	+$641K	0.31%	49
2024 Q3	–	Sell	-13,081	Closed	-$350K	–	72
2024 Q2	$350K	Buy	+13,081	New	+$343K	0.21%	53

Other funds holding DFEM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return