Morling Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Morling Financial 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 Q3	$540K	Hold	13,596	–	–	0.14%	46
2026 Q2	$553K	Sell	13,596 -211	-2%	-$8.29K	0.15%	46
2026 Q1	$477K	Sell	13,807 -722	-5%	-$25.6K	0.15%	45
2025 Q4	$481K	Hold	14,529	–	–	0.15%	45
2025 Q3	$466K	Sell	14,529 -417	-3%	-$12.9K	0.15%	46
2025 Q2	$444K	Buy	14,946 +491	+3%	+$13.5K	0.15%	48
2025 Q1	$382K	Hold	14,455	–	–	0.13%	57
2024 Q4	$379K	Sell	14,455 -638	-4%	-$17.3K	0.13%	52
2024 Q3	$425K	Sell	15,093 -666	-4%	-$17.9K	0.16%	43
2024 Q2	$421K	Hold	15,759	–	–	0.18%	38
2024 Q1	$402K	Sell	15,759 -307	-2%	-$7.61K	0.23%	40
2023 Q4	$401K	Hold	16,066	–	–	0.32%	38
2023 Q3	$374K	Sell	16,066 -2,315	-13%	-$56K	0.37%	37
2023 Q2	$442K	Sell	18,381 -391	-2%	-$9.28K	0.42%	36
2023 Q1	$443K	Sell	18,772 -166	-0.9%	-$3.92K	0.48%	34
2022 Q4	$425K	Buy	+18,938	New	+$413K	0.54%	33

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

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

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

RW Investment Management Eagle, Idaho $1.13B AUM

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

Morling Financial Advisors's DFEM Position: Q3 2026 in Review

Morling Financial Advisors held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q3 2026 at 13,596 shares worth $540K. The position accounts for 0.14% of the portfolio, ranked #46.

Morling Financial Advisors first reported a position in DFEM in Q4 2022 and has held it in 16 quarters since. The position peaked at $553K in Q2 2026. 342 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Morling Financial Advisors held 13,596 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $540K as of Q3 2026.
Morling Financial Advisors left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q3 2026.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.14% of Morling Financial Advisors's portfolio in Q3 2026, its #46 holding.
Morling Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
Morling Financial Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $553K in Q2 2026.
342 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.