Root Financial Partners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Root Financial Partners’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	$2.9M	Sell	71,312 -2,521	-3%	-$99.1K	0.11%	56
2026 Q1	$2.55M	Buy	73,833 +32,194	+77%	+$1.14M	0.12%	51
2025 Q4	$1.38M	Buy	41,639 +1,015	+2%	+$33.2K	0.07%	75
2025 Q3	$1.3M	Buy	40,624 +26,075	+179%	+$805K	0.08%	75
2025 Q2	$432K	Sell	14,549 -17,816	-55%	-$490K	0.04%	144
2025 Q1	$856K	Buy	32,365 +1,399	+5%	+$37.2K	0.09%	79
2024 Q4	$811K	Buy	30,966 +393	+1%	+$10.7K	0.1%	78
2024 Q3	$861K	Sell	30,573 -8	-0%	-$215	0.14%	56
2024 Q2	$817K	Buy	30,581 +831	+3%	+$21.8K	0.19%	45
2024 Q1	$758K	Buy	29,750 +698	+2%	+$17.3K	0.22%	43
2023 Q4	$725K	Buy	29,052 +3,388	+13%	+$80.1K	0.27%	40
2023 Q3	$598K	Sell	25,664 -1,009	-4%	-$24.4K	0.32%	35
2023 Q2	$641K	Buy	26,673 +1,592	+6%	+$37.8K	0.38%	32
2023 Q1	$592K	Buy	+25,081	New	+$592K	0.42%	36

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Root Financial Partners's DFEM Position: Q2 2026 in Review

Root Financial Partners reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.4% in Q2 2026, selling an estimated $99.1K and leaving 71,312 shares worth $2.9M. The position accounts for 0.11% of the portfolio, ranked #56.

Root Financial Partners first reported a position in DFEM in Q1 2023 and has held it in 14 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Root Financial Partners held 71,312 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.9M as of Q2 2026.
Root Financial Partners sold 2,521 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $99.1K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.11% of Root Financial Partners's portfolio in Q2 2026, its #56 holding.
Root Financial Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.