Valeo Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Valeo Financial Advisors’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	$2.9M	Buy	71,406 +59,637	+507%	+$2.34M	0.06%	133
2026 Q1	$407K	Buy	11,769 +4,461	+61%	+$158K	0.01%	461
2025 Q4	$242K	Buy	+7,308	New	+$239K	0.01%	694
2025 Q1	–	Sell	-7,899	Closed	-$207K	–	708
2024 Q4	$207K	Hold	7,899	–	–	0.01%	657
2024 Q3	$222K	Buy	+7,899	New	+$212K	0.01%	622
2023 Q3	–	Sell	-8,810	Closed	-$212K	–	650
2023 Q2	$212K	Hold	8,810	–	–	0.01%	530
2023 Q1	$208K	Buy	+8,810	New	+$208K	0.01%	543

Other funds holding DFEM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return