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

Schulz Wealth’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
2025 Q4	$389K	Hold	11,762	–	–	0.25%	47
2025 Q3	$377K	Sell	11,762 -1,910	-14%	-$59K	0.25%	47
2025 Q2	$406K	Hold	13,672	–	–	0.3%	44
2025 Q1	$362K	Sell	13,672 -950	-6%	-$25.3K	0.28%	43
2024 Q4	$383K	Sell	14,622 -714	-5%	-$19.4K	0.29%	42
2024 Q3	$432K	Hold	15,336	–	–	0.33%	39
2024 Q2	$410K	Hold	15,336	–	–	0.35%	38
2024 Q1	$391K	Sell	15,336 -4,120	-21%	-$102K	0.33%	37
2023 Q4	$486K	Buy	+19,456	New	+$460K	0.46%	33

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

SFA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Schulz Wealth's DFEM Position: Q4 2025 in Review

Schulz Wealth held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q4 2025 at 11,762 shares worth $389K. The position accounts for 0.25% of the portfolio, ranked #47.

Schulz Wealth first reported a position in DFEM in Q4 2023 and has held it in 9 quarters since. The position peaked at $486K in Q4 2023. 527 funds tracked by Wall St. Rank hold DFEM as of Q4 2025.

Schulz Wealth held 11,762 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $389K as of Q4 2025.
Schulz Wealth left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q4 2025.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.25% of Schulz Wealth's portfolio in Q4 2025, its #47 holding.
Schulz Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $486K in Q4 2023.
527 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.