Opulen Financial Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Opulen Financial 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
2026 Q3	$745K	Buy	18,752 +138	+0.7%	+$5.44K	0.46%	43
2026 Q2	$756K	Buy	18,614 +2,367	+15%	+$93K	0.48%	44
2026 Q1	$561K	Buy	16,247 +3,892	+32%	+$138K	0.4%	54
2025 Q4	$409K	Buy	12,355 +3,272	+36%	+$107K	0.3%	68
2025 Q3	$291K	Buy	+9,083	New	+$280K	0.22%	82

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Opulen Financial Group's DFEM Position: Q3 2026 in Review

Opulen Financial Group increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.74% in Q3 2026, buying an estimated $5.44K and bringing the position to 18,752 shares worth $745K. The position accounts for 0.46% of the portfolio, ranked #43.

Opulen Financial Group first reported a position in DFEM in Q3 2025 and has held it in 5 quarters since. The position peaked at $756K in Q2 2026. 408 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Opulen Financial Group held 18,752 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $745K as of Q3 2026.
Opulen Financial Group bought 138 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $5.44K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.46% of Opulen Financial Group's portfolio in Q3 2026, its #43 holding.
Opulen Financial Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2025 and has held it in 5 quarters since.
Opulen Financial Group's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $756K in Q2 2026.
408 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Opulen Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.