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Essential Planning’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Essential Planning’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 		$1.97M Buy
57,009
+9,179
+19% +$326K 0.63% 27
2025
Q4 		$1.58M Buy
47,830
+13,176
+38% +$431K 0.5% 30
2025
Q3 		$1.11M Buy
34,654
+12,223
+54% +$377K 0.38% 34
2025
Q2 		$666K Buy
22,431
+6,646
+42% +$183K 0.25% 39
2025
Q1 		$418K Sell
15,785
-321,216
-95% -$8.54M 0.17% 50
2024
Q4 		$9.13M Buy
+337,001
New +$9.16M 0.06% 85

Other funds holding DFEM

FFM
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
FPAS
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Essential Planning's DFEM Position: Q1 2026 in Review

Essential Planning increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 19% in Q1 2026, buying an estimated $326K and bringing the position to 57,009 shares worth $1.97M. The position accounts for 0.63% of the portfolio, ranked #27.

Essential Planning first reported a position in DFEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.13M in Q4 2024. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Essential Planning held 57,009 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.97M as of Q1 2026.
  • Essential Planning bought 9,179 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $326K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.63% of Essential Planning's portfolio in Q1 2026, its #27 holding.
  • Essential Planning first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Essential Planning's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $9.13M in Q4 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.