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 Q3	$861K	Sell	21,830 -53	-0.2%	-$2.09K	0.49%	26
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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Ridgeline Wealth's DFEM Position: Q3 2026 in Review

Ridgeline Wealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.24% in Q3 2026, selling an estimated $2.09K and leaving 21,830 shares worth $861K. The position accounts for 0.49% of the portfolio, ranked #26.

Ridgeline Wealth first reported a position in DFEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $889K in Q2 2026. 83 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Ridgeline Wealth held 21,830 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $861K as of Q3 2026.
Ridgeline Wealth sold 53 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $2.09K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.49% of Ridgeline Wealth's portfolio in Q3 2026, its #26 holding.
Ridgeline Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $889K in Q2 2026.
83 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.