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

LifeGuide 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	$6.72M	Sell	165,470 -2,069	-1%	-$81.3K	1.92%	10
2026 Q1	$5.79M	Buy	167,539 +10,293	+7%	+$366K	1.85%	10
2025 Q4	$5.32M	Buy	157,246 +7,202	+5%	+$235K	1.77%	10
2025 Q3	$4.47M	Buy	150,044 +505	+0.3%	+$15.6K	1.64%	10
2025 Q2	$4.44M	Buy	149,539 +7,969	+6%	+$219K	1.64%	10
2025 Q1	$3.75M	Buy	141,570 +17,496	+14%	+$465K	1.53%	11
2024 Q4	$3.25M	Buy	124,074 +5,482	+5%	+$149K	1.39%	10
2024 Q3	$3.34M	Buy	118,592 +10,868	+10%	+$292K	1.42%	10
2024 Q2	$2.88M	Buy	107,724 +1,732	+2%	+$45.4K	1.4%	10
2024 Q1	$2.7M	Buy	105,992 +3,842	+4%	+$95.2K	1.36%	10
2023 Q4	$2.55M	Buy	102,150 +5,354	+6%	+$127K	1.35%	10
2023 Q3	$2.26M	Buy	+96,796	New	+$2.34M	1.32%	10

Other funds holding DFEM

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

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return