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

Integris 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 Q2	$26.2M	Sell	644,883 -31,709	-5%	-$1.25M	5.29%	5
2026 Q1	$23.4M	Sell	676,592 -62	-0%	-$2.2K	5.37%	6
2025 Q4	$22.4M	Buy	676,654 +22,152	+3%	+$724K	5.09%	6
2025 Q3	$21M	Buy	654,502 +4,483	+0.7%	+$138K	5.11%	6
2025 Q2	$19.3M	Buy	650,019 +10,346	+2%	+$284K	5.03%	6
2025 Q1	$16.9M	Buy	639,673 +14,481	+2%	+$385K	4.83%	6
2024 Q4	$16.4M	Buy	625,192 +31,228	+5%	+$849K	4.62%	6
2024 Q3	$16.7M	Buy	593,964 +14,667	+3%	+$394K	4.67%	5
2024 Q2	$15.5M	Sell	579,297 -57,759	-9%	-$1.51M	4.47%	5
2024 Q1	$16.2M	Buy	637,056 +51,548	+9%	+$1.28M	4.49%	6
2023 Q4	$14.6M	Buy	585,508 +61,696	+12%	+$1.46M	4.33%	7
2023 Q3	$12.2M	Buy	+523,812	New	+$12.7M	4%	7

Other funds holding DFEM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return