SFP
DFEM icon

SwitchPoint Financial Planning’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

SwitchPoint Financial Planning’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 		$11M Buy
270,393
+13,187
+5% +$518K 6.34% 3
2026
Q1 		$8.89M Buy
257,206
+7,227
+3% +$257K 6.03% 3
2025
Q4 		$8.27M Buy
249,979
+3,462
+1% +$113K 5.79% 3
2025
Q3 		$7.91M Buy
246,517
+14,513
+6% +$448K 5.73% 3
2025
Q2 		$6.89M Sell
232,004
-21,575
-9% -$593K 5.64% 3
2025
Q1 		$6.71M Buy
253,579
+1,834
+0.7% +$48.8K 6.36% 3
2024
Q4 		$6.59M Buy
+251,745
New +$6.84M 6.31% 3

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

SwitchPoint Financial Planning's DFEM Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.1% in Q2 2026, buying an estimated $518K and bringing the position to 270,393 shares worth $11M. The position accounts for 6.34% of the portfolio, ranked #3.

SwitchPoint Financial Planning first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • SwitchPoint Financial Planning held 270,393 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $11M as of Q2 2026.
  • SwitchPoint Financial Planning bought 13,187 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $518K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 6.34% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #3 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.