Mills Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Mills Wealth 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	$12.3M	Sell	302,690 -2,266	-0.7%	-$89K	3.87%	9
2026 Q1	$10.5M	Sell	304,956 -8,813	-3%	-$313K	3.68%	9
2025 Q4	$10.4M	Sell	313,769 -3,163	-1%	-$103K	4.09%	7
2025 Q3	$10.2M	Buy	316,932 +2,310	+0.7%	+$71.3K	4.13%	7
2025 Q2	$9.34M	Buy	314,622 +39,097	+14%	+$1.07M	4.28%	7
2025 Q1	$7.29M	Buy	275,525 +64,287	+30%	+$1.71M	3.87%	7
2024 Q4	$5.53M	Sell	211,238 -2,770	-1%	-$75.3K	3.15%	10
2024 Q3	$6.02M	Buy	214,008 +24,045	+13%	+$646K	4.15%	8
2024 Q2	$5.08M	Buy	189,963 +11,974	+7%	+$314K	3.63%	9
2024 Q1	$4.54M	Buy	177,989 +9,667	+6%	+$240K	3.33%	9
2023 Q4	$4.2M	Buy	168,322 +4,234	+3%	+$100K	3.2%	9
2023 Q3	$3.82M	Sell	164,088 -1,327	-0.8%	-$32.1K	3.06%	9
2023 Q2	$3.98M	Buy	165,415 +22,773	+16%	+$540K	3.02%	8
2023 Q1	$3.36M	Buy	142,642 +35,194	+33%	+$831K	2.71%	10
2022 Q4	$2.41M	Buy	+107,448	New	+$2.34M	2.18%	10

Other funds holding DFEM

FFM

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Mills Wealth Advisors's DFEM Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.74% in Q2 2026, selling an estimated $89K and leaving 302,690 shares worth $12.3M. The position accounts for 3.87% of the portfolio, ranked #9.

Mills Wealth Advisors first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 216 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Mills Wealth Advisors held 302,690 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $12.3M as of Q2 2026.
Mills Wealth Advisors sold 2,266 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $89K.
Dimensional Emerging Markets Core Equity 2 ETF made up 3.87% of Mills Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Mills Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
216 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.