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

KFG 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 Q1	$6.56M	Buy	189,774 +3,529	+2%	+$125K	0.85%	21
2025 Q4	$6.16M	Buy	186,245 +16,133	+9%	+$527K	0.82%	21
2025 Q3	$5.46M	Buy	170,112 +5,457	+3%	+$168K	0.79%	25
2025 Q2	$4.89M	Buy	164,655 +4,649	+3%	+$128K	0.79%	27
2025 Q1	$4.23M	Buy	160,006 +3,083	+2%	+$82K	0.77%	27
2024 Q4	$4.11M	Buy	156,923 +42,807	+38%	+$1.16M	0.77%	27
2024 Q3	$3.21M	Buy	114,116 +102,070	+847%	+$2.74M	0.7%	32
2024 Q2	$322K	Buy	12,046 +3,278	+37%	+$85.9K	0.13%	120
2024 Q1	$223K	Buy	+8,768	New	+$217K	0.09%	148

Other funds holding DFEM

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

Focus Partners Wealth

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

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

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

HighTower Advisors

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

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return