Midwest Trust’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Midwest Trust’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 Q3	$14.5M	Buy	363,883 +18,235	+5%	+$719K	0.16%	127
2026 Q2	$14M	Buy	345,648 +34,542	+11%	+$1.36M	0.16%	133
2026 Q1	$10.7M	Buy	311,106 +26,846	+9%	+$954K	0.13%	145
2025 Q4	$9.4M	Buy	284,260 +62,993	+28%	+$2.06M	0.12%	158
2025 Q3	$7.1M	Buy	221,267 +6,117	+3%	+$189K	0.09%	179
2025 Q2	$6.39M	Buy	+215,150	New	+$5.92M	0.09%	180

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Midwest Trust's DFEM Position: Q3 2026 in Review

Midwest Trust increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.3% in Q3 2026, buying an estimated $719K and bringing the position to 363,883 shares worth $14.5M. The position accounts for 0.16% of the portfolio, ranked #127.

Midwest Trust first reported a position in DFEM in Q2 2025 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Midwest Trust held 363,883 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $14.5M as of Q3 2026.
Midwest Trust bought 18,235 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $719K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.16% of Midwest Trust's portfolio in Q3 2026, its #127 holding.
Midwest Trust first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2025 and has held it in 6 quarters since.
210 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.