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

Total Wealth 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
2025 Q4	$3.32M	Sell	100,344 -1,743,890	-95%	-$57M	7.1%	4
2025 Q3	$59.1M	Buy	1,844,234 +25,818	+1%	+$797K	6.84%	4
2025 Q2	$54M	Buy	1,818,416 +69,877	+4%	+$1.92M	6.82%	4
2025 Q1	$46.3M	Buy	1,748,539 +105,384	+6%	+$2.8M	7.08%	5
2024 Q4	$43M	Buy	1,643,155 +104,569	+7%	+$2.84M	6.7%	5
2024 Q3	$43.3M	Buy	1,538,586 +111,287	+8%	+$2.99M	6.76%	5
2024 Q2	$39.4M	Buy	1,427,299 +93,360	+7%	+$2.45M	6.47%	5
2024 Q1	$34M	Buy	1,333,939 +73,081	+6%	+$1.81M	5.84%	5
2023 Q4	$31.5M	Buy	1,260,858 +192,551	+18%	+$4.55M	5.71%	5
2023 Q3	$24.9M	Buy	1,068,307 +136,410	+15%	+$3.3M	5.09%	5
2023 Q2	$22.4M	Buy	931,897 +124,910	+15%	+$2.96M	4.67%	5
2023 Q1	$19M	Buy	806,987 +267,403	+50%	+$6.31M	4.2%	6
2022 Q4	$12.1M	Buy	539,584 +170,237	+46%	+$3.71M	3%	9
2022 Q3	$7.55M	Buy	+369,347	New	+$8.47M	2.14%	12

Other funds holding DFEM

FFM

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

HSA

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

FMWA

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Total Wealth Planning's DFEM Position: Q4 2025 in Review

Total Wealth Planning reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 95% in Q4 2025, selling an estimated $57M and leaving 100,344 shares worth $3.32M. The position accounts for 7.1% of the portfolio, ranked #4.

Total Wealth Planning first reported a position in DFEM in Q3 2022 and has held it in 14 quarters since. The position peaked at $59.1M in Q3 2025. 527 funds tracked by Wall St. Rank hold DFEM as of Q4 2025.

Total Wealth Planning held 100,344 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.32M as of Q4 2025.
Total Wealth Planning sold 1,743,890 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2025, an estimated $57M.
Dimensional Emerging Markets Core Equity 2 ETF made up 7.1% of Total Wealth Planning's portfolio in Q4 2025, its #4 holding.
Total Wealth Planning first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 14 quarters since.
Total Wealth Planning's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $59.1M in Q3 2025.
527 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.