Lutz Financial Services’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Lutz Financial Services’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	$8.49M	Buy	245,676 +5,501	+2%	+$195K	0.57%	39
2025 Q4	$7.95M	Buy	240,175 +11,751	+5%	+$384K	0.54%	39
2025 Q3	$7.33M	Buy	228,424 +7,456	+3%	+$230K	0.53%	39
2025 Q2	$6.56M	Buy	220,968 +5,626	+3%	+$155K	0.51%	40
2025 Q1	$5.7M	Buy	215,342 +18,328	+9%	+$487K	0.47%	39
2024 Q4	$5.16M	Buy	197,014 +16,502	+9%	+$448K	0.42%	41
2024 Q3	$5.08M	Buy	180,512 +8,591	+5%	+$231K	0.41%	42
2024 Q2	$4.6M	Buy	171,921 +8,090	+5%	+$212K	0.4%	43
2024 Q1	$4.18M	Buy	163,831 +26,673	+19%	+$661K	0.36%	46
2023 Q4	$3.42M	Buy	137,158 +24,711	+22%	+$584K	0.32%	47
2023 Q3	$2.62M	Buy	112,447 +17,874	+19%	+$432K	0.29%	49
2023 Q2	$2.27M	Buy	94,573 +18,799	+25%	+$446K	0.24%	49
2023 Q1	$1.79M	Buy	75,774 +35,978	+90%	+$849K	0.2%	49
2022 Q4	$894K	Buy	+39,796	New	+$868K	0.11%	53

Other funds holding DFEM

FFM

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

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 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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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 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

Lutz Financial Services's DFEM Position: Q1 2026 in Review

Lutz Financial Services increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.3% in Q1 2026, buying an estimated $195K and bringing the position to 245,676 shares worth $8.49M. The position accounts for 0.57% of the portfolio, ranked #39.

Lutz Financial Services first reported a position in DFEM in Q4 2022 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Lutz Financial Services held 245,676 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $8.49M as of Q1 2026.
Lutz Financial Services bought 5,501 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $195K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.57% of Lutz Financial Services's portfolio in Q1 2026, its #39 holding.
Lutz Financial Services first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.