Leonard Rickey Investment Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Leonard Rickey Investment Advisors’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 Q2	$20.5M	Sell	503,491 -2,443	-0.5%	-$96K	3.21%	12
2026 Q1	$17.5M	Buy	505,934 +926	+0.2%	+$32.9K	3.02%	13
2025 Q4	$16.7M	Buy	505,008 +10,209	+2%	+$334K	3.02%	12
2025 Q3	$15.9M	Buy	494,799 +1,905	+0.4%	+$58.8K	2.99%	13
2025 Q2	$14.6M	Buy	492,894 +11,740	+2%	+$323K	2.92%	13
2025 Q1	$12.3M	Buy	481,154 +283,711	+144%	+$7.54M	2.66%	15
2024 Q4	$5.17M	Buy	197,443 +61,329	+45%	+$1.67M	1.19%	16
2024 Q3	$3.83M	Buy	136,114 +1,995	+1%	+$53.6K	0.87%	21
2024 Q2	$3.58M	Buy	134,119 +1,542	+1%	+$40.4K	0.86%	21
2024 Q1	$3.38M	Buy	132,577 +1,283	+1%	+$31.8K	0.87%	21
2023 Q4	$3.28M	Buy	131,294 +4,191	+3%	+$99.1K	0.97%	17
2023 Q3	$2.96M	Buy	+127,103	New	+$3.07M	0.97%	17

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Leonard Rickey Investment Advisors's DFEM Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.48% in Q2 2026, selling an estimated $96K and leaving 503,491 shares worth $20.5M. The position accounts for 3.21% of the portfolio, ranked #12.

Leonard Rickey Investment Advisors first reported a position in DFEM in Q3 2023 and has held it in 12 quarters since. 300 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Leonard Rickey Investment Advisors held 503,491 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $20.5M as of Q2 2026.
Leonard Rickey Investment Advisors sold 2,443 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $96K.
Dimensional Emerging Markets Core Equity 2 ETF made up 3.21% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #12 holding.
Leonard Rickey Investment Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
300 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.