Kathleen S. Wright Associates’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$2.07M	Buy	64,425 +39	+0.1%	+$1.2K	0.77%	31
2025 Q2	$1.91M	Buy	64,386 +3,441	+6%	+$94.6K	0.75%	31
2025 Q1	$1.61M	Buy	60,945 +3,248	+6%	+$86.4K	0.67%	32
2024 Q4	$1.51M	Buy	57,697 +3,278	+6%	+$89.1K	0.63%	34
2024 Q3	$1.53M	Buy	54,419 +7	+0%	+$188	0.63%	35
2024 Q2	$1.45M	Buy	54,412 +6,023	+12%	+$158K	0.67%	35
2024 Q1	$1.23M	Buy	48,389 +8,259	+21%	+$205K	0.58%	39
2023 Q4	$1M	Buy	40,130 +4,180	+12%	+$98.9K	0.51%	43
2023 Q3	$838K	Buy	35,950 +23,296	+184%	+$563K	0.47%	49
2023 Q2	$304K	Buy	+12,654	New	+$300K	0.19%	72

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Kathleen S. Wright Associates's DFEM Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.06% in Q3 2025, buying an estimated $1.2K and bringing the position to 64,425 shares worth $2.07M. The position accounts for 0.77% of the portfolio, ranked #31.

Kathleen S. Wright Associates first reported a position in DFEM in Q2 2023 and has held it in 10 quarters since. 472 funds tracked by Wall St. Rank hold DFEM as of Q3 2025.

Kathleen S. Wright Associates held 64,425 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.07M as of Q3 2025.
Kathleen S. Wright Associates bought 39 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2025, an estimated $1.2K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.77% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #31 holding.
Kathleen S. Wright Associates first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2023 and has held it in 10 quarters since.
472 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.