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Planning Center Inc’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Planning Center Inc’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 		$18.3M Sell
450,063
-31,683
-7% -$1.24M 1.73% 14
2026
Q1 		$16.6M Sell
481,746
-9,744
-2% -$346K 1.69% 14
2025
Q4 		$16.3M Sell
491,490
-45,810
-9% -$1.5M 1.66% 14
2025
Q3 		$17.2M Sell
537,300
-2,288
-0.4% -$70.6K 1.81% 14
2025
Q2 		$16M Buy
539,588
+6,435
+1% +$177K 1.77% 14
2025
Q1 		$14.1M Buy
533,153
+24,997
+5% +$665K 1.67% 14
2024
Q4 		$13.3M Buy
508,156
+2,493
+0.5% +$67.8K 1.69% 14
2024
Q3 		$14.2M Buy
505,663
+3,892
+0.8% +$104K 1.75% 14
2024
Q2 		$13.4M Buy
501,771
+11,532
+2% +$302K 1.75% 14
2024
Q1 		$12.5M Buy
490,239
+33,756
+7% +$837K 2.72% 10
2023
Q4 		$11.4M Buy
456,483
+9,873
+2% +$234K 2.64% 11
2023
Q3 		$10.4M Buy
446,610
+12,899
+3% +$312K 2.7% 10
2023
Q2 		$10.4M Buy
433,711
+18,886
+5% +$448K 2.65% 10
2023
Q1 		$9.99M Buy
414,825
+102,213
+33% +$2.41M 2.75% 10
2022
Q4 		$7.02M Buy
+312,612
New +$6.82M 2.14% 10

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Planning Center Inc's DFEM Position: Q2 2026 in Review

Planning Center Inc reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 6.6% in Q2 2026, selling an estimated $1.24M and leaving 450,063 shares worth $18.3M. The position accounts for 1.73% of the portfolio, ranked #14.

Planning Center Inc first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 311 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Planning Center Inc held 450,063 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $18.3M as of Q2 2026.
  • Planning Center Inc sold 31,683 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $1.24M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.73% of Planning Center Inc's portfolio in Q2 2026, its #14 holding.
  • Planning Center Inc first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.