Nalls Sherbakoff Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$2.11M	Sell	63,757 -2,830	-4%	-$92.5K	1.52%	15
2025 Q3	$2.14M	Buy	66,587 +2,805	+4%	+$86.6K	1.44%	14
2025 Q2	$1.89M	Buy	63,782 +1,048	+2%	+$28.8K	1.38%	16
2025 Q1	$1.66M	Buy	+62,734	New	+$1.67M	1.35%	16
2023 Q4	$1.96M	Buy	78,523 +7,051	+10%	+$167K	1.74%	11
2023 Q3	$1.67M	Buy	71,472 +5,384	+8%	+$130K	1.62%	12
2023 Q2	$1.53M	Buy	66,088 +8,161	+14%	+$194K	1.5%	13
2023 Q1	$1.37M	Buy	+57,927	New	+$1.37M	1.36%	14

Other funds holding DFEM

FFM

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

SFA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Nalls Sherbakoff Group's DFEM Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4.3% in Q4 2025, selling an estimated $92.5K and leaving 63,757 shares worth $2.11M. The position accounts for 1.52% of the portfolio, ranked #15.

Nalls Sherbakoff Group first reported a position in DFEM in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.14M in Q3 2025. 527 funds tracked by Wall St. Rank hold DFEM as of Q4 2025.

Nalls Sherbakoff Group held 63,757 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.11M as of Q4 2025.
Nalls Sherbakoff Group sold 2,830 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2025, an estimated $92.5K.
Dimensional Emerging Markets Core Equity 2 ETF made up 1.52% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #15 holding.
Nalls Sherbakoff Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $2.14M in Q3 2025.
527 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.