PFM
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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
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Phillips Financial Management's DFEM Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 7% in Q2 2026, selling an estimated $3.04M and leaving 1,030,632 shares worth $41.9M. The position accounts for 3.07% of the portfolio, ranked #8.

Phillips Financial Management first reported a position in DFEM in Q3 2022 and has held it in 16 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Phillips Financial Management held 1,030,632 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $41.9M as of Q2 2026.
  • Phillips Financial Management sold 77,336 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $3.04M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 3.07% of Phillips Financial Management's portfolio in Q2 2026, its #8 holding.
  • Phillips Financial Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.