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 Q2	$2.79M	Buy	68,715 +11,706	+21%	+$460K	0.79%	25
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 $7.79B 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

Essential Planning's DFEM Position: Q2 2026 in Review

Essential Planning increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 21% in Q2 2026, buying an estimated $460K and bringing the position to 68,715 shares worth $2.79M. The position accounts for 0.79% of the portfolio, ranked #25.

Essential Planning first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.13M in Q4 2024. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Essential Planning held 68,715 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.79M as of Q2 2026.
Essential Planning bought 11,706 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $460K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.79% of Essential Planning's portfolio in Q2 2026, its #25 holding.
Essential Planning first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Essential Planning's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $9.13M in Q4 2024.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.