EK
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Evensky & Katz’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Evensky & Katz’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 		$92.9M Sell
2,286,699
-76,506
-3% -$3.01M 4.8% 6
2026
Q1 		$81.6M Sell
2,363,205
-52,099
-2% -$1.85M 4.64% 6
2025
Q4 		$79.9M Sell
2,415,304
-13,878
-0.6% -$454K 4.51% 6
2025
Q3 		$77.9M Buy
2,429,182
+8,980
+0.4% +$277K 4.52% 6
2025
Q2 		$71.8M Sell
2,420,202
-16,018
-0.7% -$440K 4.39% 7
2025
Q1 		$64.5M Buy
2,436,220
+99,698
+4% +$2.65M 4.32% 8
2024
Q4 		$61.2M Buy
2,336,522
+57,099
+3% +$1.55M 4% 8
2024
Q3 		$64.2M Buy
2,279,423
+82,957
+4% +$2.23M 4.18% 7
2024
Q2 		$58.7M Buy
2,196,466
+70,948
+3% +$1.86M 4.09% 8
2024
Q1 		$54.2M Buy
2,125,518
+88,069
+4% +$2.18M 3.82% 9
2023
Q4 		$50.9M Buy
2,037,449
+59,432
+3% +$1.41M 3.83% 9
2023
Q3 		$46.1M Sell
1,978,017
-83,424
-4% -$2.02M 3.94% 9
2023
Q2 		$49.6M Buy
2,061,441
+24,284
+1% +$576K 3.76% 9
2023
Q1 		$48.1M Buy
2,037,157
+251,416
+14% +$5.93M 3.88% 8
2022
Q4 		$40.1M Buy
1,785,741
+1,453,514
+438% +$31.7M 3.62% 8
2022
Q3 		$6.79M Buy
332,227
+240,586
+263% +$5.52M 0.8% 22
2022
Q2 		$2.16M Buy
+91,641
New +$2.24M 0.25% 33

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
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
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

Evensky & Katz's DFEM Position: Q2 2026 in Review

Evensky & Katz reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.2% in Q2 2026, selling an estimated $3.01M and leaving 2,286,699 shares worth $92.9M. The position accounts for 4.8% of the portfolio, ranked #6.

Evensky & Katz first reported a position in DFEM in Q2 2022 and has held it in 17 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Evensky & Katz held 2,286,699 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $92.9M as of Q2 2026.
  • Evensky & Katz sold 76,506 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $3.01M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 4.8% of Evensky & Katz's portfolio in Q2 2026, its #6 holding.
  • Evensky & Katz first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.