RCS Financial Planning’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

RCS Financial Planning’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	$7.38M	Buy	185,820 +30,311	+19%	+$1.2M	4%	5
2026 Q2	$6.32M	Sell	155,509 -6,484	-4%	-$255K	2.99%	8
2026 Q1	$5.6M	Sell	161,993 -2,693	-2%	-$95.6K	2.9%	9
2025 Q4	$5.45M	Sell	164,686 -3,549	-2%	-$116K	2.35%	11
2025 Q3	$5.4M	Buy	168,235 +3,677	+2%	+$113K	2.39%	11
2025 Q2	$4.88M	Buy	164,558 +41,201	+33%	+$1.13M	2.43%	11
2025 Q1	$3.26M	Buy	123,357 +5,086	+4%	+$135K	1.72%	14
2024 Q4	$3.1M	Buy	118,271 +15,991	+16%	+$435K	1.65%	16
2024 Q3	$2.88M	Buy	102,280 +2,037	+2%	+$54.7K	1.6%	14
2024 Q2	$2.68M	Buy	100,243 +51,884	+107%	+$1.36M	1.58%	14
2024 Q1	$1.23M	Buy	+48,359	New	+$1.2M	0.76%	31

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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 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

RCS Financial Planning's DFEM Position: Q3 2026 in Review

RCS Financial Planning increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 19% in Q3 2026, buying an estimated $1.2M and bringing the position to 185,820 shares worth $7.38M. The position accounts for 4% of the portfolio, ranked #5.

RCS Financial Planning first reported a position in DFEM in Q1 2024 and has held it in 11 quarters since. 150 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

RCS Financial Planning held 185,820 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $7.38M as of Q3 2026.
RCS Financial Planning bought 30,311 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $1.2M.
Dimensional Emerging Markets Core Equity 2 ETF made up 4% of RCS Financial Planning's portfolio in Q3 2026, its #5 holding.
RCS Financial Planning first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2024 and has held it in 11 quarters since.
150 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.