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 Q3	$30.3M	Buy	762,410 +41,377	+6%	+$1.63M	3.51%	8
2026 Q2	$29.3M	Buy	721,033 +20,784	+3%	+$817K	3.46%	8
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 $7.7B 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

Peterson Wealth Advisors's DFEM Position: Q3 2026 in Review

Peterson Wealth Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.7% in Q3 2026, buying an estimated $1.63M and bringing the position to 762,410 shares worth $30.3M. The position accounts for 3.51% of the portfolio, ranked #8.

Peterson Wealth Advisors first reported a position in DFEM in Q2 2024 and has held it in 10 quarters since. 210 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Peterson Wealth Advisors held 762,410 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $30.3M as of Q3 2026.
Peterson Wealth Advisors bought 41,377 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $1.63M.
Dimensional Emerging Markets Core Equity 2 ETF made up 3.51% of Peterson Wealth Advisors's portfolio in Q3 2026, its #8 holding.
Peterson Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2024 and has held it in 10 quarters since.
210 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.