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

Summit Financial Strategies’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 		– Sell
-6,419
Closed -$222K – 176
2026
Q1 		$222K Sell
6,419
-20
-0.3% -$710 0.02% 149
2025
Q4 		$213K Buy
6,439
+143
+2% +$4.67K 0.02% 149
2025
Q3 		$202K Buy
+6,296
New +$194K 0.02% 149

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Summit Financial Strategies's DFEM Position: Q2 2026 in Review

Summit Financial Strategies sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2026, closing a stake of 6,419 shares — an estimated $222K sold.

Summit Financial Strategies first reported a position in DFEM in Q3 2025 and held it in 3 quarters. The position peaked at $222K in Q1 2026. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Summit Financial Strategies reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 6,419 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $222K.
  • Summit Financial Strategies first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2025 and held it in 3 quarters.
  • Summit Financial Strategies's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $222K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.