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 Q3	$1.74M	Sell	44,039 -20	-0%	-$789	0.52%	26
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

Enzi Wealth's DFEM Position: Q3 2026 in Review

Enzi Wealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.05% in Q3 2026, selling an estimated $789 and leaving 44,039 shares worth $1.74M. The position accounts for 0.52% of the portfolio, ranked #26.

Enzi Wealth first reported a position in DFEM in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.4M in Q3 2025. 177 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Enzi Wealth held 44,039 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.74M as of Q3 2026.
Enzi Wealth sold 20 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $789.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.52% of Enzi Wealth's portfolio in Q3 2026, its #26 holding.
Enzi Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2023 and has held it in 14 quarters since.
Enzi Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $6.4M in Q3 2025.
177 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.