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

SageOak Financial’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 		$6.64M Sell
163,453
-15,764
-9% -$619K 4.32% 8
2026
Q1 		$6.19M Sell
179,217
-3,093
-2% -$110K 4.35% 8
2025
Q4 		$6.03M Sell
182,310
-3,993
-2% -$130K 4.36% 8
2025
Q3 		$5.97M Buy
186,303
+3,586
+2% +$111K 4.39% 8
2025
Q2 		$5.42M Buy
182,717
+6,662
+4% +$183K 4.34% 8
2025
Q1 		$4.66M Sell
176,055
-1,158
-0.7% -$30.8K 4.13% 8
2024
Q4 		$4.64M Buy
+177,213
New +$4.82M 4.24% 7

Other funds holding DFEM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

SageOak Financial's DFEM Position: Q2 2026 in Review

SageOak Financial reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 8.8% in Q2 2026, selling an estimated $619K and leaving 163,453 shares worth $6.64M. The position accounts for 4.32% of the portfolio, ranked #8.

SageOak Financial first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • SageOak Financial held 163,453 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $6.64M as of Q2 2026.
  • SageOak Financial sold 15,764 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $619K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 4.32% of SageOak Financial's portfolio in Q2 2026, its #8 holding.
  • SageOak Financial first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 130 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.