Kaufman Rossin Wealth’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Kaufman Rossin Wealth’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	$14.6M	Buy	366,841 +4,374	+1%	+$173K	5.9%	4
2026 Q2	$14.4M	Buy	362,467 +19,680	+6%	+$773K	6.82%	4
2026 Q1	$11.8M	Buy	342,787 +5,079	+2%	+$180K	6.79%	4
2025 Q4	$11.2M	Buy	337,708 +4,091	+1%	+$134K	5.82%	4
2025 Q3	$10.7M	Buy	333,617 +12,003	+4%	+$370K	5.86%	4
2025 Q2	$9.5M	Buy	321,614 +23,095	+8%	+$635K	6.04%	4
2025 Q1	$7.9M	Buy	298,519 +14,067	+5%	+$374K	5.65%	4
2024 Q4	$7.45M	Buy	+284,452	New	+$7.73M	7.67%	4

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

Kaufman Rossin Wealth's DFEM Position: Q3 2026 in Review

Kaufman Rossin Wealth increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.2% in Q3 2026, buying an estimated $173K and bringing the position to 366,841 shares worth $14.6M. The position accounts for 5.9% of the portfolio, ranked #4.

Kaufman Rossin Wealth first reported a position in DFEM in Q4 2024 and has held it in 8 quarters since. 210 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Kaufman Rossin Wealth held 366,841 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $14.6M as of Q3 2026.
Kaufman Rossin Wealth bought 4,374 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $173K.
Dimensional Emerging Markets Core Equity 2 ETF made up 5.9% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #4 holding.
Kaufman Rossin Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
210 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

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