Peterson Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Peterson Wealth 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	$24.2M	Sell	700,249 -10,412	-1%	-$370K	3.22%	8
2025 Q4	$23.5M	Buy	710,661 +499,334	+236%	+$16.3M	3.13%	9
2025 Q3	$6.84M	Buy	211,327 +35,607	+20%	+$1.1M	1.02%	19
2025 Q2	$5.22M	Buy	175,720 +21,205	+14%	+$583K	0.86%	20
2025 Q1	$3.68M	Buy	154,515 +31,850	+26%	+$847K	0.71%	24
2024 Q4	$3.22M	Buy	122,665 +52,051	+74%	+$1.41M	0.58%	22
2024 Q3	$1.99M	Buy	70,614 +45,363	+180%	+$1.22M	0.38%	24
2024 Q2	$675K	Buy	+25,251	New	+$662K	0.14%	38

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