Oakwell Private Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Oakwell Private Wealth Management’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	$42.1M	Sell	1,036,887 -82,229	-7%	-$3.23M	6.99%	3
2026 Q1	$38.7M	Buy	1,119,116 +57,110	+5%	+$2.03M	6.9%	3
2025 Q4	$35.1M	Buy	1,062,006 +32,547	+3%	+$1.06M	6.56%	3
2025 Q3	$33M	Buy	1,029,459 +23,882	+2%	+$737K	6.63%	3
2025 Q2	$29.8M	Buy	1,005,577 +83,494	+9%	+$2.3M	6.87%	3
2025 Q1	$24.4M	Sell	922,083 -3,198	-0.3%	-$85K	6.74%	3
2024 Q4	$24.2M	Sell	925,281 -205,971	-18%	-$5.6M	6.79%	3
2024 Q3	$31.8M	Sell	1,131,252 -57,094	-5%	-$1.53M	9.16%	3
2024 Q2	$31.8M	Buy	1,188,346 +94,857	+9%	+$2.49M	8.97%	3
2024 Q1	$27.9M	Buy	1,093,489 +145,975	+15%	+$3.62M	8.47%	3
2023 Q4	$23.6M	Buy	947,514 +149,089	+19%	+$3.53M	8.27%	3
2023 Q3	$18.6M	Buy	798,425 +90,835	+13%	+$2.2M	7.9%	3
2023 Q2	$17M	Buy	707,590 +128,391	+22%	+$3.05M	7.12%	3
2023 Q1	$13.7M	Buy	+579,199	New	+$13.7M	6.22%	3

Other funds holding DFEM

FFM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SFA

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

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

Oakwell Private Wealth Management's DFEM Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 7.3% in Q2 2026, selling an estimated $3.23M and leaving 1,036,887 shares worth $42.1M. The position accounts for 6.99% of the portfolio, ranked #3.

Oakwell Private Wealth Management first reported a position in DFEM in Q1 2023 and has held it in 14 quarters since. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Oakwell Private Wealth Management held 1,036,887 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $42.1M as of Q2 2026.
Oakwell Private Wealth Management sold 82,229 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $3.23M.
Dimensional Emerging Markets Core Equity 2 ETF made up 6.99% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #3 holding.
Oakwell Private Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.