ZF
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Zhang Financial’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Zhang Financial’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
Q1 		$204K Sell
5,892
-733
-11% -$26K 0.01% 356
2025
Q4 		$219K Buy
6,625
+28
+0.4% +$915 0.01% 320
2025
Q3 		$212K Buy
+6,597
New +$204K 0.01% 300

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Zhang Financial's DFEM Position: Q1 2026 in Review

Zhang Financial reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 11% in Q1 2026, selling an estimated $26K and leaving 5,892 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #356.

Zhang Financial first reported a position in DFEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Zhang Financial held 5,892 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $204K as of Q1 2026.
  • Zhang Financial sold 733 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $26K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Zhang Financial's portfolio in Q1 2026, its #356 holding.
  • Zhang Financial first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2025 and has held it in 3 quarters since.
  • Zhang Financial's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $219K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.