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 Q3	$3.07M	Buy	77,188 +5,876	+8%	+$232K	0.1%	62
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Root Financial Partners's DFEM Position: Q3 2026 in Review

Root Financial Partners increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 8.2% in Q3 2026, buying an estimated $232K and bringing the position to 77,188 shares worth $3.07M. The position accounts for 0.1% of the portfolio, ranked #62.

Root Financial Partners first reported a position in DFEM in Q1 2023 and has held it in 15 quarters since. 278 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Root Financial Partners held 77,188 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.07M as of Q3 2026.
Root Financial Partners bought 5,876 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $232K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.1% of Root Financial Partners's portfolio in Q3 2026, its #62 holding.
Root Financial Partners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 15 quarters since.
278 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.