Leading Edge Financial Planning’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Leading Edge Financial Planning’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	$37.5M	Buy	945,202 +36,742	+4%	+$1.45M	7.78%	4
2026 Q2	$36.9M	Buy	908,460 +39,760	+5%	+$1.56M	6.57%	6
2026 Q1	$30M	Buy	868,700 +37,875	+5%	+$1.35M	6.32%	6
2025 Q4	$27.5M	Buy	830,825 +51,853	+7%	+$1.69M	6.26%	6
2025 Q3	$25M	Buy	778,972 +27,524	+4%	+$850K	6.27%	6
2025 Q2	$22.3M	Buy	751,448 +43,728	+6%	+$1.2M	6.2%	6
2025 Q1	$18.7M	Buy	707,720 +60,173	+9%	+$1.6M	5.85%	8
2024 Q4	$17M	Buy	647,547 +31,159	+5%	+$847K	5.56%	8
2024 Q3	$17.4M	Buy	616,388 +80,116	+15%	+$2.15M	5.81%	7
2024 Q2	$14.3M	Buy	536,272 +9,415	+2%	+$247K	5.75%	7
2024 Q1	$13.4M	Buy	526,857 +105,111	+25%	+$2.61M	5.95%	7
2023 Q4	$10.5M	Buy	421,746 +287,932	+215%	+$6.81M	5.46%	7
2023 Q3	$3.12M	Buy	133,814 +116,254	+662%	+$2.81M	2%	11
2023 Q2	$422K	Buy	17,560 +420	+2%	+$10K	0.28%	37
2023 Q1	$404K	Buy	17,140 +7,353	+75%	+$174K	0.29%	43
2022 Q4	$220K	Buy	+9,787	New	+$213K	0.19%	62

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Leading Edge Financial Planning's DFEM Position: Q3 2026 in Review

Leading Edge Financial Planning increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4% in Q3 2026, buying an estimated $1.45M and bringing the position to 945,202 shares worth $37.5M. The position accounts for 7.78% of the portfolio, ranked #4.

Leading Edge Financial Planning first reported a position in DFEM in Q4 2022 and has held it in 16 quarters since. 506 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Leading Edge Financial Planning held 945,202 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $37.5M as of Q3 2026.
Leading Edge Financial Planning bought 36,742 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $1.45M.
Dimensional Emerging Markets Core Equity 2 ETF made up 7.78% of Leading Edge Financial Planning's portfolio in Q3 2026, its #4 holding.
Leading Edge Financial Planning first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
506 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Leading Edge Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.