Hassell Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Hassell Wealth 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	$16.3M	Buy	410,571 +7,951	+2%	+$314K	4.91%	8
2026 Q2	$15.9M	Sell	402,620 -631	-0.2%	-$24.8K	4.87%	8
2026 Q1	$13.9M	Buy	403,251 +1,934	+0.5%	+$68.7K	4.67%	8
2025 Q4	$13.9M	Sell	401,317 -10,471	-3%	-$342K	4.66%	8
2025 Q3	$13.2M	Buy	411,788 +5,444	+1%	+$168K	4.58%	9
2025 Q2	$12.5M	Buy	406,344 +10,783	+3%	+$296K	4.56%	9
2025 Q1	$10.1M	Buy	395,561 +21,207	+6%	+$564K	4.32%	9
2024 Q4	$9.8M	Buy	374,354 +2,024	+0.5%	+$55K	3.94%	9
2024 Q3	$10.1M	Buy	372,330 +33,956	+10%	+$912K	4.24%	9
2024 Q2	$8.93M	Buy	338,374 +25,686	+8%	+$673K	4%	9
2024 Q1	$7.91M	Buy	312,688 +8,792	+3%	+$218K	5.02%	6
2023 Q4	$7.34M	Buy	303,896 +7,817	+3%	+$185K	4.93%	6
2023 Q3	$6.67M	Buy	296,079 +11,778	+4%	+$285K	4.85%	6
2023 Q2	$7.08M	Buy	284,301 +21,387	+8%	+$507K	4.85%	6
2023 Q1	$6.05M	Buy	262,914 +32,456	+14%	+$766K	4.44%	7
2022 Q4	$5.55M	Buy	+230,458	New	+$5.02M	4.16%	7

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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Hassell Wealth Management's DFEM Position: Q3 2026 in Review

Hassell Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2% in Q3 2026, buying an estimated $314K and bringing the position to 410,571 shares worth $16.3M. The position accounts for 4.91% of the portfolio, ranked #8.

Hassell Wealth Management first reported a position in DFEM in Q4 2022 and has held it in 16 quarters since. 230 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Hassell Wealth Management held 410,571 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $16.3M as of Q3 2026.
Hassell Wealth Management bought 7,951 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $314K.
Dimensional Emerging Markets Core Equity 2 ETF made up 4.91% of Hassell Wealth Management's portfolio in Q3 2026, its #8 holding.
Hassell Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
230 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Hassell Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.