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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
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 $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Live Oak Private Wealth's DFEM Position: Q1 2026 in Review

Live Oak Private Wealth increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.3% in Q1 2026, buying an estimated $30.9K and bringing the position to 39,067 shares worth $1.35M. The position accounts for 0.19% of the portfolio, ranked #90.

Live Oak Private Wealth first reported a position in DFEM in Q3 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Live Oak Private Wealth held 39,067 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.35M as of Q1 2026.
  • Live Oak Private Wealth bought 869 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $30.9K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.19% of Live Oak Private Wealth's portfolio in Q1 2026, its #90 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 15 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.