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 Q2	$48.8M	Sell	1,201,493 -70,986	-6%	-$2.79M	11.6%	1
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

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

EnRich Financial Partners's DFEM Position: Q2 2026 in Review

EnRich Financial Partners reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.6% in Q2 2026, selling an estimated $2.79M and leaving 1,201,493 shares worth $48.8M. The position accounts for 11.6% of the portfolio, ranked #1.

EnRich Financial Partners first reported a position in DFEM in Q4 2023 and has held it in 11 quarters since. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

EnRich Financial Partners held 1,201,493 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $48.8M as of Q2 2026.
EnRich Financial Partners sold 70,986 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $2.79M.
Dimensional Emerging Markets Core Equity 2 ETF made up 11.6% of EnRich Financial Partners's portfolio in Q2 2026, its #1 holding.
EnRich Financial Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.