Equita Financial Network’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Equita Financial Network’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	$16M	Sell	463,400 -39,623	-8%	-$1.41M	5.03%	7
2025 Q4	$16.6M	Buy	503,023 +35,985	+8%	+$1.18M	5.01%	7
2025 Q3	$15M	Buy	467,038 +8,792	+2%	+$271K	5.06%	7
2025 Q2	$13.6M	Sell	458,246 -38,083	-8%	-$1.05M	5.41%	6
2025 Q1	$13.1M	Buy	496,329 +40,130	+9%	+$1.07M	4.59%	6
2024 Q4	$11.9M	Buy	456,199 +17,028	+4%	+$463K	4.32%	5
2024 Q3	$12.4M	Buy	439,171 +50,099	+13%	+$1.35M	4.52%	5
2024 Q2	$10.4M	Buy	389,072 +34,378	+10%	+$901K	4.35%	5
2024 Q1	$9.04M	Buy	354,694 +200,379	+130%	+$4.97M	4.06%	5
2023 Q4	$3.85M	Buy	154,315 +9,864	+7%	+$233K	2.05%	19
2023 Q3	$3.37M	Buy	+144,451	New	+$3.49M	2.07%	20

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