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

Perigon 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 Q3	$2.33M	Sell	58,731 -803	-1%	-$31.7K	0.04%	377
2026 Q2	$2.42M	Buy	59,534 +3,332	+6%	+$131K	0.04%	377
2026 Q1	$1.94M	Buy	56,202 +1,901	+4%	+$67.5K	0.04%	386
2025 Q4	$1.8M	Buy	54,301 +2,170	+4%	+$70.9K	0.03%	394
2025 Q3	$1.67M	Sell	52,131 -302	-0.6%	-$9.32K	0.03%	390
2025 Q2	$1.56M	Buy	52,433 +3,157	+6%	+$86.8K	0.04%	386
2025 Q1	$1.3M	Buy	49,276 +28	+0.1%	+$744	0.03%	391
2024 Q4	$1.27M	Sell	49,248 -183	-0.4%	-$4.97K	0.03%	387
2024 Q3	$1.39M	Buy	49,431 +7,711	+18%	+$207K	0.04%	354
2024 Q2	$1.12M	Buy	41,720 +4,787	+13%	+$125K	0.03%	348
2024 Q1	$941K	Buy	36,933 +3,896	+12%	+$96.6K	0.03%	384
2023 Q4	$825K	Buy	33,037 +4,892	+17%	+$116K	0.03%	385
2023 Q3	$656K	Buy	28,145 +2,270	+9%	+$54.9K	0.03%	388
2023 Q2	$622K	Buy	+25,875	New	+$614K	0.02%	404

Other funds holding DFEM

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

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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Perigon Wealth Management's DFEM Position: Q3 2026 in Review

Perigon Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.3% in Q3 2026, selling an estimated $31.7K and leaving 58,731 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #377.

Perigon Wealth Management first reported a position in DFEM in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.42M in Q2 2026. 210 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Perigon Wealth Management held 58,731 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.33M as of Q3 2026.
Perigon Wealth Management sold 803 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $31.7K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #377 holding.
Perigon Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2023 and has held it in 14 quarters since.
Perigon Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $2.42M in Q2 2026.
210 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.