Physician Wealth Solutions’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Physician Wealth Solutions’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	$13.7M	Sell	337,691 -9,419	-3%	-$370K	5.2%	5
2026 Q1	$12M	Sell	347,110 -9,567	-3%	-$340K	4.96%	7
2025 Q4	$11.8M	Sell	356,677 -8,349	-2%	-$273K	5%	7
2025 Q3	$11.7M	Sell	365,026 -1,020	-0.3%	-$31.5K	5.11%	6
2025 Q2	$10.9M	Sell	366,046 -15,412	-4%	-$424K	5.04%	6
2025 Q1	$10.1M	Buy	381,458 +1,070	+0.3%	+$28.4K	5.07%	7
2024 Q4	$9.96M	Buy	380,388 +1,190	+0.3%	+$32.3K	4.99%	7
2024 Q3	$10.3M	Buy	379,198 +32,921	+10%	+$884K	5.15%	7
2024 Q2	$9.26M	Buy	346,277 +54,760	+19%	+$1.44M	6.61%	5
2024 Q1	$7.43M	Buy	291,517 +65,612	+29%	+$1.63M	6.24%	5
2023 Q4	$5.64M	Buy	+225,905	New	+$5.34M	5.63%	5

Other funds holding DFEM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Physician Wealth Solutions's DFEM Position: Q2 2026 in Review

Physician Wealth Solutions reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.7% in Q2 2026, selling an estimated $370K and leaving 337,691 shares worth $13.7M. The position accounts for 5.2% of the portfolio, ranked #5.

Physician Wealth Solutions first reported a position in DFEM in Q4 2023 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Physician Wealth Solutions held 337,691 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $13.7M as of Q2 2026.
Physician Wealth Solutions sold 9,419 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $370K.
Dimensional Emerging Markets Core Equity 2 ETF made up 5.2% of Physician Wealth Solutions's portfolio in Q2 2026, its #5 holding.
Physician Wealth Solutions first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
128 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.