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 Q3	$573K	Hold	14,438	–	–	0.13%	33
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

True Wealth Design's DFEM Position: Q3 2026 in Review

True Wealth Design held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q3 2026 at 14,438 shares worth $573K. The position accounts for 0.13% of the portfolio, ranked #33.

True Wealth Design first reported a position in DFEM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.98M in Q2 2024. 136 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

True Wealth Design held 14,438 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $573K as of Q3 2026.
True Wealth Design left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q3 2026.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.13% of True Wealth Design's portfolio in Q3 2026, its #33 holding.
True Wealth Design first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $4.98M in Q2 2024.
136 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.