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True Wealth Design’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

True Wealth Design’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 		$587K Sell
14,438
-357
-2% -$14K 0.14% 35
2026
Q1 		$511K Sell
14,795
-550
-4% -$19.5K 0.14% 34
2025
Q4 		$508K Sell
15,345
-1,701
-10% -$55.6K 0.15% 30
2025
Q3 		$547K Buy
17,046
+954
+6% +$29.4K 0.17% 26
2025
Q2 		$478K Sell
16,092
-1,012
-6% -$27.8K 0.17% 26
2025
Q1 		$453K Sell
17,104
-1,095
-6% -$29.1K 0.17% 18
2024
Q4 		$477K Hold
18,199
– – 0.18% 17
2024
Q3 		$512K Sell
18,199
-168,030
-90% -$4.51M 0.2% 18
2024
Q2 		$4.98M Sell
186,229
-1,454
-0.8% -$38.1K 1.23% 13
2024
Q1 		$4.78M Buy
187,683
+718
+0.4% +$17.8K 1.19% 13
2023
Q4 		$4.67M Buy
186,965
+562
+0.3% +$13.3K 1.31% 14
2023
Q3 		$4.35M Buy
186,403
+7,607
+4% +$184K 1.45% 12
2023
Q2 		$4.3M Buy
178,796
+4,733
+3% +$112K 1.57% 12
2023
Q1 		$4.11M Buy
174,063
+797
+0.5% +$18.8K 1.72% 11
2022
Q4 		$3.89M Buy
+173,266
New +$3.78M 1.8% 11

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

True Wealth Design's DFEM Position: Q2 2026 in Review

True Wealth Design reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.4% in Q2 2026, selling an estimated $14K and leaving 14,438 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #35.

True Wealth Design first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.98M in Q2 2024. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • True Wealth Design held 14,438 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $587K as of Q2 2026.
  • True Wealth Design sold 357 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $14K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.14% of True Wealth Design's portfolio in Q2 2026, its #35 holding.
  • True Wealth Design first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $4.98M in Q2 2024.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.