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Live Oak Private Wealth’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Live Oak Private Wealth’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 		$1.34M Sell
32,967
-6,100
-16% -$240K 0.17% 95
2026
Q1 		$1.35M Buy
39,067
+869
+2% +$30.9K 0.19% 90
2025
Q4 		$1.26M Buy
38,198
+10
+0% +$327 0.17% 91
2025
Q3 		$1.22M Buy
38,188
+13
+0% +$401 0.17% 93
2025
Q2 		$1.13M Hold
38,175
– – 0.17% 94
2025
Q1 		$1.01M Hold
38,175
– – 0.16% 97
2024
Q4 		$1,000K Sell
38,175
-2,960
-7% -$80.4K 0.17% 93
2024
Q3 		$1.16M Hold
41,135
– – 0.19% 84
2024
Q2 		$1.1M Sell
41,135
-2,380
-5% -$62.4K 0.19% 87
2024
Q1 		$1.11M Hold
43,515
– – 0.19% 85
2023
Q4 		$1.09M Hold
43,515
– – 0.2% 83
2023
Q3 		$1.01M Hold
43,515
– – 0.22% 80
2023
Q2 		$1.05M Buy
43,515
+3,175
+8% +$75.3K 0.21% 80
2023
Q1 		$952K Hold
40,340
– – 0.2% 83
2022
Q4 		$906K Buy
40,340
+3,760
+10% +$82K 0.19% 89
2022
Q3 		$748K Buy
+36,580
New +$839K 0.17% 92

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

Live Oak Private Wealth's DFEM Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 16% in Q2 2026, selling an estimated $240K and leaving 32,967 shares worth $1.34M. The position accounts for 0.17% of the portfolio, ranked #95.

Live Oak Private Wealth first reported a position in DFEM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.35M in Q1 2026. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Live Oak Private Wealth held 32,967 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.34M as of Q2 2026.
  • Live Oak Private Wealth sold 6,100 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $240K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.17% of Live Oak Private Wealth's portfolio in Q2 2026, its #95 holding.
  • Live Oak Private Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • Live Oak Private Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $1.35M in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.