MFA
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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
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 0.43% 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

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
HighTower Advisors
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