Tortoise Investment Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Tortoise Investment Management’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	$648K	Buy	15,956 +3	+0%	+$118	0.05%	152
2026 Q1	$551K	Buy	15,953 +1	+0%	+$36	0.05%	155
2025 Q4	$528K	Sell	15,952 -372	-2%	-$12.2K	0.05%	151
2025 Q3	$524K	Buy	16,324 +509	+3%	+$15.7K	0.05%	148
2025 Q2	$469K	Sell	15,815 -8,278	-34%	-$228K	0.04%	146
2025 Q1	$638K	Hold	24,093	–	–	0.07%	130
2024 Q4	$631K	Hold	24,093	–	–	0.07%	138
2024 Q3	$678K	Buy	24,093 +375	+2%	+$10.1K	0.07%	132
2024 Q2	$634K	Hold	23,718	–	–	0.07%	133
2024 Q1	$605K	Buy	23,718 +11,330	+91%	+$281K	0.07%	140
2023 Q4	$309K	Hold	12,388	–	–	0.04%	174
2023 Q3	$289K	Buy	12,388 +388	+3%	+$9.38K	0.04%	173
2023 Q2	$289K	Hold	12,000	–	–	0.04%	168
2023 Q1	$283K	Hold	12,000	–	–	0.05%	165
2022 Q4	$270K	Buy	+12,000	New	+$262K	0.05%	168

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Tortoise Investment Management's DFEM Position: Q2 2026 in Review

Tortoise Investment Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.02% in Q2 2026, buying an estimated $118 and bringing the position to 15,956 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #152.

Tortoise Investment Management first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $678K in Q3 2024. 401 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Tortoise Investment Management held 15,956 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $648K as of Q2 2026.
Tortoise Investment Management bought 3 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $118.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.05% of Tortoise Investment Management's portfolio in Q2 2026, its #152 holding.
Tortoise Investment Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
Tortoise Investment Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $678K in Q3 2024.
401 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.