EW
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Enzi Wealth’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Enzi Wealth’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 		$1.72M Sell
44,059
-4,521
-9% -$178K 0.55% 25
2026
Q1 		$1.68M Sell
48,580
-5,477
-10% -$195K 0.58% 23
2025
Q4 		$1.87M Sell
54,057
-142,568
-73% -$4.66M 0.66% 23
2025
Q3 		$6.4M Sell
196,625
-740
-0.4% -$22.8K 2.25% 14
2025
Q2 		$5.88M Sell
197,365
-2,490
-1% -$68.5K 2.16% 14
2025
Q1 		$5.31M Buy
199,855
+5,785
+3% +$154K 2.15% 13
2024
Q4 		$5.1M Buy
194,070
+10,217
+6% +$278K 1.94% 14
2024
Q3 		$5.16M Buy
183,853
+11,007
+6% +$296K 2.02% 14
2024
Q2 		$4.72M Buy
172,846
+6,063
+4% +$159K 2.08% 13
2024
Q1 		$4.2M Buy
166,783
+5,013
+3% +$124K 1.97% 13
2023
Q4 		$3.93M Buy
161,770
+39,843
+33% +$942K 1.89% 13
2023
Q3 		$2.83M Buy
121,927
+66,314
+119% +$1.6M 1.5% 13
2023
Q2 		$1.38M Buy
+55,613
New +$1.32M 0.7% 16

Other funds holding DFEM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Enzi Wealth's DFEM Position: Q2 2026 in Review

Enzi Wealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 9.3% in Q2 2026, selling an estimated $178K and leaving 44,059 shares worth $1.72M. The position accounts for 0.55% of the portfolio, ranked #25.

Enzi Wealth first reported a position in DFEM in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.4M in Q3 2025. 150 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Enzi Wealth held 44,059 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.72M as of Q2 2026.
  • Enzi Wealth sold 4,521 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $178K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.55% of Enzi Wealth's portfolio in Q2 2026, its #25 holding.
  • Enzi Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2023 and has held it in 13 quarters since.
  • Enzi Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $6.4M in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.