Naples Global Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Naples Global 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	$290K	Hold	8,384	–	–	0.02%	393
2025 Q4	$277K	Hold	8,384	–	–	0.02%	387
2025 Q3	$269K	Sell	8,384 -1,000	-11%	-$30.9K	0.02%	393
2025 Q2	$279K	Hold	9,384	–	–	0.02%	369
2025 Q1	$248K	Hold	9,384	–	–	0.02%	369
2024 Q4	$246K	Buy	9,384 +684	+8%	+$18.6K	0.02%	367
2024 Q3	$245K	Hold	8,700	–	–	0.02%	370
2024 Q2	$233K	Sell	8,700 -1,200	-12%	-$31.5K	0.02%	368
2024 Q1	$252K	Hold	9,900	–	–	0.03%	363
2023 Q4	$247K	Hold	9,900	–	–	0.03%	365
2023 Q3	$231K	Hold	9,900	–	–	0.03%	368
2023 Q2	$238K	Hold	9,900	–	–	0.03%	364
2023 Q1	$234K	Hold	9,900	–	–	0.03%	363
2022 Q4	$222K	Buy	+9,900	New	+$216K	0.03%	366

Other funds holding DFEM

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

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

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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