Mission Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Mission Wealth Management’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	$7.21M	Sell	181,599 -4,668	-3%	-$184K	0.11%	119
2026 Q2	$7.57M	Buy	186,267 +162,498	+684%	+$6.38M	0.09%	130
2026 Q1	$821K	Buy	23,769 +13,023	+121%	+$463K	0.02%	364
2025 Q4	$355K	Buy	+10,746	New	+$351K	0.01%	573

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

Mission Wealth Management's DFEM Position: Q3 2026 in Review

Mission Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.5% in Q3 2026, selling an estimated $184K and leaving 181,599 shares worth $7.21M. The position accounts for 0.11% of the portfolio, ranked #119.

Mission Wealth Management first reported a position in DFEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.57M in Q2 2026. 210 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Mission Wealth Management held 181,599 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $7.21M as of Q3 2026.
Mission Wealth Management sold 4,668 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $184K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.11% of Mission Wealth Management's portfolio in Q3 2026, its #119 holding.
Mission Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 4 quarters since.
Mission Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $7.57M in Q2 2026.
210 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.