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

Simplicity 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
2026 Q1	$3.14M	Sell	90,958 -16,423	-15%	-$583K	0.18%	127
2025 Q4	$3.55M	Sell	107,381 -2,953	-3%	-$96.5K	0.21%	107
2025 Q3	$3.54M	Sell	110,334 -116,158	-51%	-$3.59M	0.2%	114
2025 Q2	$6.72M	Buy	226,492 +95,653	+73%	+$2.63M	0.28%	80
2025 Q1	$3.46M	Buy	+130,839	New	+$3.48M	0.27%	88
2024 Q4	–	Sell	-141,818	Closed	-$3.99M	–	381
2024 Q3	$3.99M	Sell	141,818 -389,456	-73%	-$10.5M	0.37%	59
2024 Q2	$14.2M	Buy	+531,274	New	+$13.9M	0.32%	59

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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

Simplicity Wealth's DFEM Position: Q1 2026 in Review

Simplicity Wealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 15% in Q1 2026, selling an estimated $583K and leaving 90,958 shares worth $3.14M. The position accounts for 0.18% of the portfolio, ranked #127.

Simplicity Wealth first reported a position in DFEM in Q2 2024 and has held it in 7 quarters since. The position peaked at $14.2M in Q2 2024. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Simplicity Wealth held 90,958 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.14M as of Q1 2026.
Simplicity Wealth sold 16,423 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $583K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.18% of Simplicity Wealth's portfolio in Q1 2026, its #127 holding.
Simplicity Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2024 and has held it in 7 quarters since.
Simplicity Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $14.2M in Q2 2024.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.