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

ShankerValleau Wealth Advisors’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	$3.13M	Sell	77,045 -3,106	-4%	-$122K	0.82%	15
2026 Q1	$2.77M	Sell	80,151 -3,516	-4%	-$125K	0.78%	17
2025 Q4	$2.77M	Buy	83,667 +644	+0.8%	+$21K	0.75%	17
2025 Q3	$2.66M	Sell	83,023 -256	-0.3%	-$7.9K	0.68%	17
2025 Q2	$2.47M	Sell	83,279 -639	-0.8%	-$17.6K	0.71%	16
2025 Q1	$2.22M	Buy	83,918 +2,191	+3%	+$58.3K	0.72%	16
2024 Q4	$2.14M	Buy	81,727 +4,874	+6%	+$132K	0.69%	17
2024 Q3	$2.16M	Buy	76,853 +4,006	+5%	+$108K	0.74%	13
2024 Q2	$1.95M	Sell	72,847 -470	-0.6%	-$12.3K	0.83%	13
2024 Q1	$1.87M	Buy	73,317 +1,537	+2%	+$38.1K	0.86%	13
2023 Q4	$1.79M	Buy	71,780 +6,538	+10%	+$155K	0.91%	13
2023 Q3	$1.52M	Buy	65,242 +4,011	+7%	+$97K	0.85%	12
2023 Q2	$1.47M	Sell	61,231 -485	-0.8%	-$11.5K	0.81%	13
2023 Q1	$1.46M	Sell	61,716 -527	-0.8%	-$12.4K	0.85%	13
2022 Q4	$1.4M	Buy	+62,243	New	+$1.36M	0.87%	12

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

ShankerValleau Wealth Advisors's DFEM Position: Q2 2026 in Review

ShankerValleau Wealth Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 3.9% in Q2 2026, selling an estimated $122K and leaving 77,045 shares worth $3.13M. The position accounts for 0.82% of the portfolio, ranked #15.

ShankerValleau Wealth Advisors first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. 169 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

ShankerValleau Wealth Advisors held 77,045 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.13M as of Q2 2026.
ShankerValleau Wealth Advisors sold 3,106 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $122K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.82% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #15 holding.
ShankerValleau Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
169 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.