GEM Asset Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

GEM Asset Management’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 Q3	$811K	Buy	20,420 +136	+0.7%	+$5.36K	0.32%	43
2026 Q2	$824K	Buy	20,284 +137	+0.7%	+$5.38K	0.32%	47
2026 Q1	$696K	Buy	20,147 +977	+5%	+$34.7K	0.31%	48
2025 Q4	$655K	Sell	19,170 -312	-2%	-$10.2K	0.29%	49
2025 Q3	$631K	Buy	19,482 +106	+0.5%	+$3.27K	0.3%	46
2025 Q2	$573K	Sell	19,376 -28,761	-60%	-$791K	0.29%	49
2025 Q1	$1.28M	Buy	48,137 +166	+0.3%	+$4.41K	0.72%	29
2024 Q4	$1.26M	Buy	47,971 +28,444	+146%	+$773K	0.7%	30
2024 Q3	$563K	Buy	19,527 +2,237	+13%	+$60.1K	0.32%	41
2024 Q2	$462K	Buy	17,290 +1,337	+8%	+$35K	0.29%	44
2024 Q1	$397K	Buy	15,953 +179	+1%	+$4.44K	0.27%	51
2023 Q4	$394K	Buy	15,774 +973	+7%	+$23K	0.27%	52
2023 Q3	$345K	Buy	14,801 +210	+1%	+$5.08K	0.27%	56
2023 Q2	$351K	Buy	14,591 +139	+1%	+$3.3K	0.27%	51
2023 Q1	$341K	Buy	14,452 +591	+4%	+$14K	0.28%	49
2022 Q4	$311K	Buy	+13,861	New	+$302K	0.27%	52

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GEM Asset Management's DFEM Position: Q3 2026 in Review

GEM Asset Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.67% in Q3 2026, buying an estimated $5.36K and bringing the position to 20,420 shares worth $811K. The position accounts for 0.32% of the portfolio, ranked #43.

GEM Asset Management first reported a position in DFEM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q1 2025. 210 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

GEM Asset Management held 20,420 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $811K as of Q3 2026.
GEM Asset Management bought 136 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $5.36K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.32% of GEM Asset Management's portfolio in Q3 2026, its #43 holding.
GEM Asset Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
GEM Asset Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $1.28M in Q1 2025.
210 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on GEM Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.