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Financial Plan Inc’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Financial Plan Inc’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 		$25.2M Buy
730,190
+62,772
+9% +$2.23M 2.7% 12
2025
Q4 		$22.1M Buy
+667,418
New +$21.8M 2.53% 14

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 $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Financial Plan Inc's DFEM Position: Q1 2026 in Review

Financial Plan Inc increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 9.4% in Q1 2026, buying an estimated $2.23M and bringing the position to 730,190 shares worth $25.2M. The position accounts for 2.7% of the portfolio, ranked #12.

Financial Plan Inc first reported a position in DFEM in Q4 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Financial Plan Inc held 730,190 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $25.2M as of Q1 2026.
  • Financial Plan Inc bought 62,772 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $2.23M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.7% of Financial Plan Inc's portfolio in Q1 2026, its #12 holding.
  • Financial Plan Inc first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.