Level Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Level Financial 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	$16.4M	Buy	404,242 +16,561	+4%	+$651K	3.67%	7
2026 Q1	$13.4M	Buy	387,681 +26,671	+7%	+$947K	3.42%	9
2025 Q4	$11.9M	Buy	361,010 +47,274	+15%	+$1.54M	3.16%	9
2025 Q3	$10.1M	Buy	313,736 +40,751	+15%	+$1.26M	2.84%	10
2025 Q2	$8.1M	Buy	272,985 +21,086	+8%	+$580K	2.52%	11
2025 Q1	$6.67M	Buy	251,899 +24,672	+11%	+$656K	2.27%	13
2024 Q4	$5.95M	Buy	227,227 +45,651	+25%	+$1.24M	2.18%	12
2024 Q3	$5.11M	Buy	181,576 +33,454	+23%	+$898K	1.95%	15
2024 Q2	$3.96M	Buy	148,122 +35,468	+31%	+$930K	1.72%	15
2024 Q1	$2.87M	Buy	112,654 +74,208	+193%	+$1.84M	1.3%	20
2023 Q4	$960K	Buy	38,446 +18,565	+93%	+$439K	0.47%	31
2023 Q3	$463K	Buy	19,881 +2,554	+15%	+$61.8K	0.26%	42
2023 Q2	$417K	Buy	17,327 +14,106	+438%	+$335K	0.23%	43
2023 Q1	$76K	Buy	+3,221	New	+$76K	0.05%	81

Other funds holding DFEM

FFM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SFA

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

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

Level Financial Advisors's DFEM Position: Q2 2026 in Review

Level Financial Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4.3% in Q2 2026, buying an estimated $651K and bringing the position to 404,242 shares worth $16.4M. The position accounts for 3.67% of the portfolio, ranked #7.

Level Financial Advisors first reported a position in DFEM in Q1 2023 and has held it in 14 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Level Financial Advisors held 404,242 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $16.4M as of Q2 2026.
Level Financial Advisors bought 16,561 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $651K.
Dimensional Emerging Markets Core Equity 2 ETF made up 3.67% of Level Financial Advisors's portfolio in Q2 2026, its #7 holding.
Level Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.