EnRich Financial Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

EnRich Financial Partners’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 Q1	$44M	Sell	1,272,479 -9,281	-0.7%	-$330K	11.66%	1
2025 Q4	$42.4M	Buy	1,281,760 +9,094	+0.7%	+$297K	11.56%	1
2025 Q3	$40.8M	Buy	1,272,666 +10,161	+0.8%	+$314K	11.61%	1
2025 Q2	$37.5M	Buy	1,262,505 +9,515	+0.8%	+$262K	11.5%	1
2025 Q1	$33.2M	Buy	1,252,990 +72,054	+6%	+$1.92M	11.13%	1
2024 Q4	$30.9M	Buy	1,180,936 +40,990	+4%	+$1.11M	10.3%	1
2024 Q3	$32.1M	Buy	1,139,946 +51,266	+5%	+$1.38M	10.72%	1
2024 Q2	$29.1M	Buy	1,088,680 +23,094	+2%	+$605K	10.67%	1
2024 Q1	$27.2M	Buy	1,065,586 +82,386	+8%	+$2.04M	10.17%	3
2023 Q4	$24.5M	Buy	+983,200	New	+$23.3M	10.24%	3

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return