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 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 $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 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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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 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

Root Financial Partners's DFEM Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 77% in Q1 2026, buying an estimated $1.14M and bringing the position to 73,833 shares worth $2.55M. The position accounts for 0.12% of the portfolio, ranked #51.

Root Financial Partners first reported a position in DFEM in Q1 2023 and has held it in 13 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Root Financial Partners held 73,833 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $2.55M as of Q1 2026.
Root Financial Partners bought 32,194 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $1.14M.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.12% of Root Financial Partners's portfolio in Q1 2026, its #51 holding.
Root Financial Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.