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

Waterfront Wealth’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	$3.73M	Sell	93,367 -824	-0.9%	-$32.4K	0.58%	55
2026 Q1	$3.25M	Sell	94,191 -6,560	-7%	-$233K	0.6%	46
2025 Q4	$3.59M	Sell	100,751 -377	-0.4%	-$12.3K	0.68%	41
2025 Q3	$3.3M	Sell	101,128 -8,133	-7%	-$251K	0.68%	40
2025 Q2	$3.24M	Sell	109,261 -6,049	-5%	-$166K	0.73%	37
2025 Q1	$3.05M	Buy	115,310 +3,647	+3%	+$97K	0.74%	35
2024 Q4	$2.92M	Buy	111,663 +1,047	+0.9%	+$28.5K	0.71%	36
2024 Q3	$3.04M	Buy	110,616 +454	+0.4%	+$12.2K	0.74%	33
2024 Q2	$2.94M	Sell	110,162 -3,307	-3%	-$86.7K	0.8%	31
2024 Q1	$2.92M	Sell	113,469 -85,736	-43%	-$2.13M	0.82%	31
2023 Q4	$4.97M	Sell	199,205 -2,259	-1%	-$53.4K	1.47%	14
2023 Q3	$4.53M	Buy	201,464 +12,041	+6%	+$291K	1.48%	13
2023 Q2	$4.76M	Sell	189,423 -17,084	-8%	-$405K	1.41%	14
2023 Q1	$4.87M	Buy	206,507 +100,987	+96%	+$2.38M	1.59%	11
2022 Q4	$2.61M	Buy	+105,520	New	+$2.3M	0.9%	27

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

RWM

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

EFP

EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

Waterfront Wealth's DFEM Position: Q2 2026 in Review

Waterfront Wealth reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.87% in Q2 2026, selling an estimated $32.4K and leaving 93,367 shares worth $3.73M. The position accounts for 0.58% of the portfolio, ranked #55.

Waterfront Wealth first reported a position in DFEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.97M in Q4 2023. 296 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Waterfront Wealth held 93,367 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.73M as of Q2 2026.
Waterfront Wealth sold 824 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $32.4K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.58% of Waterfront Wealth's portfolio in Q2 2026, its #55 holding.
Waterfront Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
Waterfront Wealth's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $4.97M in Q4 2023.
296 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.