Strengthening Families & Communities LLC’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Strengthening Families & Communities LLC’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	$3.34M	Buy	96,688 +12,336	+15%	+$438K	0.83%	34
2025 Q4	$2.79M	Buy	84,352 +5,234	+7%	+$171K	0.99%	33
2025 Q3	$2.52M	Buy	79,118 +2,310	+3%	+$71.3K	0.56%	64
2025 Q2	$2.27M	Sell	76,808 -540	-0.7%	-$14.8K	1.26%	25
2025 Q1	$2.05M	Buy	77,348 +355	+0.5%	+$9.44K	1.25%	25
2024 Q4	$2.02M	Buy	76,993 +3,156	+4%	+$85.8K	1.14%	28
2024 Q3	$2.08M	Buy	73,837 +7,999	+12%	+$215K	0.53%	72
2024 Q2	$1.76M	Buy	65,838 +2,512	+4%	+$65.9K	0.5%	72
2024 Q1	$1.61M	Buy	63,326 +7,779	+14%	+$193K	0.96%	41
2023 Q4	$1.39M	Buy	+55,547	New	+$1.31M	0.96%	37

Other funds holding DFEM

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 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

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

HighTower Advisors

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

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