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NorthAvenue LLC’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

NorthAvenue LLC’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
Q2 		$5.79M Sell
142,448
-3,708
-3% -$146K 4.15% 4
2026
Q1 		$5.05M Sell
146,156
-2,238
-2% -$79.5K 4.01% 4
2025
Q4 		$4.91M Buy
+148,394
New +$4.85M 4.06% 4

Other funds holding DFEM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

NorthAvenue LLC's DFEM Position: Q2 2026 in Review

NorthAvenue LLC reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.5% in Q2 2026, selling an estimated $146K and leaving 142,448 shares worth $5.79M. The position accounts for 4.15% of the portfolio, ranked #4.

NorthAvenue LLC first reported a position in DFEM in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • NorthAvenue LLC held 142,448 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $5.79M as of Q2 2026.
  • NorthAvenue LLC sold 3,708 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $146K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 4.15% of NorthAvenue LLC's portfolio in Q2 2026, its #4 holding.
  • NorthAvenue LLC first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.