KA
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Kozak & Associates’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Kozak & 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
Q4 		– Sell
-1
Closed -$33 – 435
2025
Q3 		$33 Buy
+1
New +$31 ﹤0.01% 440

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Kozak & Associates's DFEM Position: Q4 2025 in Review

Kozak & Associates sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q4 2025, closing a stake of 1 share — an estimated $33 sold.

Kozak & Associates first reported a position in DFEM in Q3 2025 and held it in 1 quarter. The position peaked at $33 in Q3 2025. 529 funds tracked by Wall St. Rank hold DFEM as of Q4 2025.

  • Kozak & Associates reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 1 Dimensional Emerging Markets Core Equity 2 ETF share in Q4 2025, an estimated $33.
  • Kozak & Associates first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2025 and held it in 1 quarter.
  • Kozak & Associates's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $33 in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.