Phillips Financial Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Phillips Financial 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	$41.7M	Buy	1,048,796 +18,164	+2%	+$717K	3.19%	7
2026 Q2	$41.9M	Sell	1,030,632 -77,336	-7%	-$3.04M	3.07%	8
2026 Q1	$38.3M	Sell	1,107,968 -103,802	-9%	-$3.69M	2.78%	8
2025 Q4	$40.1M	Buy	1,211,770 +32,588	+3%	+$1.07M	2.58%	12
2025 Q3	$37.8M	Buy	1,179,182 +63,506	+6%	+$1.96M	2.49%	12
2025 Q2	$33.1M	Buy	1,115,676 +32,750	+3%	+$900K	2.4%	13
2025 Q1	$28.7M	Buy	1,082,926 +103,306	+11%	+$2.75M	2.21%	14
2024 Q4	$25.7M	Buy	979,620 +298,632	+44%	+$8.12M	2.02%	17
2024 Q3	$19.2M	Buy	680,988 +68,780	+11%	+$1.85M	1.49%	20
2024 Q2	$16.4M	Buy	612,208 +56,941	+10%	+$1.49M	1.35%	24
2024 Q1	$14.2M	Buy	555,267 +98,352	+22%	+$2.44M	1.16%	28
2023 Q4	$11.4M	Buy	456,915 +69,785	+18%	+$1.65M	0.99%	29
2023 Q3	$9.02M	Buy	387,130 +80,231	+26%	+$1.94M	0.86%	31
2023 Q2	$7.38M	Buy	306,899 +61,820	+25%	+$1.47M	0.68%	36
2023 Q1	$5.78M	Buy	245,079 +30,794	+14%	+$727K	0.56%	44
2022 Q4	$4.81M	Buy	214,285 +136,781	+176%	+$2.98M	0.49%	46
2022 Q3	$1.58M	Buy	+77,504	New	+$1.78M	0.17%	78

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

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

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

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Phillips Financial Management's DFEM Position: Q3 2026 in Review

Phillips Financial Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.8% in Q3 2026, buying an estimated $717K and bringing the position to 1,048,796 shares worth $41.7M. The position accounts for 3.19% of the portfolio, ranked #7.

Phillips Financial Management first reported a position in DFEM in Q3 2022 and has held it in 17 quarters since. The position peaked at $41.9M in Q2 2026. 150 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Phillips Financial Management held 1,048,796 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $41.7M as of Q3 2026.
Phillips Financial Management bought 18,164 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $717K.
Dimensional Emerging Markets Core Equity 2 ETF made up 3.19% of Phillips Financial Management's portfolio in Q3 2026, its #7 holding.
Phillips Financial Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 17 quarters since.
Phillips Financial Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $41.9M in Q2 2026.
150 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.