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Rockbridge Investment Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Rockbridge Investment Management’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
Q1 		$32.5M Sell
941,289
-29,768
-3% -$1.06M 2.92% 9
2025
Q4 		$32.1M Buy
971,057
+34,028
+4% +$1.11M 2.99% 9
2025
Q3 		$30.1M Buy
937,029
+26,714
+3% +$825K 2.97% 9
2025
Q2 		$27M Buy
910,315
+52,964
+6% +$1.46M 2.9% 9
2025
Q1 		$22.7M Buy
857,351
+205,097
+31% +$5.45M 2.68% 9
2024
Q4 		$17.1M Buy
652,254
+110,333
+20% +$3M 2.19% 11
2024
Q3 		$15.3M Buy
541,921
+309,437
+133% +$8.31M 1.98% 14
2024
Q2 		$6.21M Buy
232,484
+15,408
+7% +$404K 0.88% 20
2024
Q1 		$5.53M Buy
217,076
+23,350
+12% +$579K 0.81% 22
2023
Q4 		$4.84M Buy
193,726
+25,032
+15% +$592K 0.74% 23
2023
Q3 		$3.93M Buy
168,694
+14,788
+10% +$358K 0.7% 24
2023
Q2 		$3.7M Buy
153,906
+12,837
+9% +$305K 0.65% 26
2023
Q1 		$3.33M Buy
141,069
+27,177
+24% +$642K 0.61% 27
2022
Q4 		$2.56M Buy
113,892
+65,930
+137% +$1.44M 0.52% 31
2022
Q3 		$980K Buy
47,962
+34,737
+263% +$797K 0.23% 44
2022
Q2 		$311K Buy
+13,225
New +$324K 0.07% 81

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Rockbridge Investment Management's DFEM Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.1% in Q1 2026, selling an estimated $1.06M and leaving 941,289 shares worth $32.5M. The position accounts for 2.92% of the portfolio, ranked #9.

Rockbridge Investment Management first reported a position in DFEM in Q2 2022 and has held it in 16 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Rockbridge Investment Management held 941,289 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $32.5M as of Q1 2026.
  • Rockbridge Investment Management sold 29,768 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $1.06M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.92% of Rockbridge Investment Management's portfolio in Q1 2026, its #9 holding.
  • Rockbridge Investment Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.