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 Q3	$6.8M	Sell	171,300 -15,181	-8%	-$599K	0.74%	24
2026 Q2	$7.58M	Sell	186,481 -3,293	-2%	-$129K	0.86%	21
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 $7.7B 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 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

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

KFG Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 8.1% in Q3 2026, selling an estimated $599K and leaving 171,300 shares worth $6.8M. The position accounts for 0.74% of the portfolio, ranked #24.

KFG Wealth Management first reported a position in DFEM in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.58M in Q2 2026. 239 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

KFG Wealth Management held 171,300 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $6.8M as of Q3 2026.
KFG Wealth Management sold 15,181 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $599K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.74% of KFG Wealth Management's portfolio in Q3 2026, its #24 holding.
KFG Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2024 and has held it in 11 quarters since.
KFG Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $7.58M in Q2 2026.
239 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.