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

Ridgeline Wealth’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	$889K	Sell	21,883 -625	-3%	-$24.6K	0.52%	25
2026 Q1	$778K	Sell	22,508 -108	-0.5%	-$3.84K	0.56%	24
2025 Q4	$748K	Sell	22,616 -103	-0.5%	-$3.37K	0.52%	25
2025 Q3	$729K	Sell	22,719 -758	-3%	-$23.4K	0.54%	25
2025 Q2	$697K	Sell	23,477 -2,300	-9%	-$63.2K	0.57%	23
2025 Q1	$682K	Sell	25,777 -4,022	-13%	-$107K	0.58%	25
2024 Q4	$780K	Buy	+29,799	New	+$810K	0.64%	22

Other funds holding DFEM

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

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

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

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

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

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

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return