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

Woodward 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	$22.9M	Sell	563,555 -470	-0.1%	-$18.5K	7.66%	5
2026 Q1	$18.8M	Sell	564,025 -28,805	-5%	-$1.02M	7.26%	6
2025 Q4	$19.6M	Sell	592,830 -278	-0%	-$9.09K	7.34%	6
2025 Q3	$19M	Buy	593,108 +6,647	+1%	+$205K	7.25%	6
2025 Q2	$17.4M	Buy	586,461 +21,066	+4%	+$579K	7.17%	6
2025 Q1	$15M	Buy	565,395 +33,666	+6%	+$895K	7.09%	6
2024 Q4	$13.9M	Buy	531,729 +27,767	+6%	+$755K	6.89%	6
2024 Q3	$14.2M	Buy	503,962 +279,939	+125%	+$7.52M	7.11%	6
2024 Q2	$6M	Buy	224,023 +20,508	+10%	+$538K	3.42%	8
2024 Q1	$5.21M	Buy	203,515 +16,295	+9%	+$404K	3.13%	10
2023 Q4	$4.67M	Buy	187,220 +33,925	+22%	+$802K	3.07%	10
2023 Q3	$3.57M	Buy	153,295 +34,251	+29%	+$828K	2.64%	10
2023 Q2	$2.86M	Buy	119,044 +55,952	+89%	+$1.33M	2.14%	13
2023 Q1	$1.49M	Buy	63,092 +1,347	+2%	+$31.8K	1.22%	16
2022 Q4	$1.39M	Sell	61,745 -162	-0.3%	-$3.53K	1.19%	17
2022 Q3	$1.27M	Buy	61,907 +32,716	+112%	+$751K	1.18%	17
2022 Q2	$687K	Buy	+29,191	New	+$715K	0.64%	28

Other funds holding DFEM

FFM

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 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

Woodward Financial Advisors's DFEM Position: Q2 2026 in Review

Woodward Financial Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.08% in Q2 2026, selling an estimated $18.5K and leaving 563,555 shares worth $22.9M. The position accounts for 7.66% of the portfolio, ranked #5.

Woodward Financial Advisors first reported a position in DFEM in Q2 2022 and has held it in 17 quarters since. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Woodward Financial Advisors held 563,555 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $22.9M as of Q2 2026.
Woodward Financial Advisors sold 470 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $18.5K.
Dimensional Emerging Markets Core Equity 2 ETF made up 7.66% of Woodward Financial Advisors's portfolio in Q2 2026, its #5 holding.
Woodward Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.