Gradient Capital Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Gradient Capital Advisors’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	$9.03M	Sell	222,157 -7,323	-3%	-$288K	2.09%	11
2026 Q1	$7.93M	Sell	229,480 -824	-0.4%	-$29.3K	2.06%	11
2025 Q4	$7.62M	Buy	230,304 +2,844	+1%	+$92.9K	1.96%	11
2025 Q3	$7.29M	Sell	227,460 -3,002	-1%	-$92.7K	1.96%	14
2025 Q2	$6.84M	Sell	230,462 -45	-0%	-$1.24K	2.02%	14
2025 Q1	$6.1M	Buy	230,507 +16,060	+7%	+$427K	1.99%	12
2024 Q4	$5.62M	Buy	214,447 +13,372	+7%	+$363K	1.81%	15
2024 Q3	$5.66M	Buy	201,075 +14,475	+8%	+$389K	1.87%	14
2024 Q2	$4.99M	Buy	186,600 +7,008	+4%	+$184K	1.78%	15
2024 Q1	$4.58M	Buy	179,592 +8,932	+5%	+$221K	1.68%	17
2023 Q4	$4.26M	Buy	170,660 +13,959	+9%	+$330K	1.62%	18
2023 Q3	$3.65M	Buy	156,701 +10,082	+7%	+$244K	1.53%	18
2023 Q2	$3.53M	Buy	146,619 +7,917	+6%	+$188K	1.41%	19
2023 Q1	$3.27M	Buy	138,702 +35,288	+34%	+$833K	1.39%	18
2022 Q4	$2.32M	Buy	103,414 +38,452	+59%	+$838K	1.06%	27
2022 Q3	$1.33M	Buy	64,962 +39,346	+154%	+$903K	0.63%	36
2022 Q2	$603K	Buy	+25,616	New	+$627K	0.29%	73

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

Gradient Capital Advisors's DFEM Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.2% in Q2 2026, selling an estimated $288K and leaving 222,157 shares worth $9.03M. The position accounts for 2.09% of the portfolio, ranked #11.

Gradient Capital Advisors first reported a position in DFEM in Q2 2022 and has held it in 17 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Gradient Capital Advisors held 222,157 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $9.03M as of Q2 2026.
Gradient Capital Advisors sold 7,323 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $288K.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.09% of Gradient Capital Advisors's portfolio in Q2 2026, its #11 holding.
Gradient Capital Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.