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

Rockwood Wealth 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
Q2 		$87.7M Sell
2,156,982
-97,415
-4% -$3.83M 5.54% 4
2026
Q1 		$77.9M Buy
2,254,397
+161,334
+8% +$5.73M 5.57% 4
2025
Q4 		$69.2M Buy
2,093,063
+230,593
+12% +$7.54M 5.16% 4
2025
Q3 		$59.7M Buy
1,862,470
+251,222
+16% +$7.75M 4.77% 7
2025
Q2 		$47.8M Sell
1,611,248
-25,176
-2% -$692K 4.21% 7
2025
Q1 		$43.3M Buy
1,636,424
+341,161
+26% +$9.07M 4.41% 5
2024
Q4 		$33.9M Buy
1,295,263
+314,799
+32% +$8.56M 3.66% 7
2024
Q3 		$27.6M Buy
980,464
+143,005
+17% +$3.84M 3.04% 8
2024
Q2 		$22.4M Buy
837,459
+130,836
+19% +$3.43M 2.73% 10
2024
Q1 		$18M Buy
706,623
+214,083
+43% +$5.31M 2.32% 10
2023
Q4 		$12.3M Buy
492,540
+130,005
+36% +$3.07M 1.8% 14
2023
Q3 		$8.45M Buy
362,535
+29,838
+9% +$721K 1.42% 14
2023
Q2 		$8M Buy
332,697
+9,348
+3% +$222K 1.37% 14
2023
Q1 		$7.63M Buy
323,349
+14,230
+5% +$336K 1.51% 14
2022
Q4 		$6.94M Buy
309,119
+219,535
+245% +$4.79M 1.62% 12
2022
Q3 		$1.83M Buy
89,584
+67,042
+297% +$1.54M 0.59% 18
2022
Q2 		$530K Buy
+22,542
New +$552K 0.25% 35

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
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Rockwood Wealth Management's DFEM Position: Q2 2026 in Review

Rockwood Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4.3% in Q2 2026, selling an estimated $3.83M and leaving 2,156,982 shares worth $87.7M. The position accounts for 5.54% of the portfolio, ranked #4.

Rockwood Wealth Management first reported a position in DFEM in Q2 2022 and has held it in 17 quarters since. 311 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Rockwood Wealth Management held 2,156,982 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $87.7M as of Q2 2026.
  • Rockwood Wealth Management sold 97,415 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $3.83M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 5.54% of Rockwood Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Rockwood Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.