DFEM — DFA EMERGING MKTS CORE EQUITY 2

Ownership history in Evensky & Katz LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Evensky & Katz LLC reported a position in DFA EMERGING MKTS CORE EQUITY 2 (DFEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.52% (2025 Q3)
Avg. % of fund
3.59%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,415,304 -13,878 -0.6% 4.51% $79.9M $33.08
2025 Q3 ADDED 2,429,182 +8,980 +0.4% 4.52% $77.9M $31.87
2025 Q2 REDUCED 2,420,202 -16,018 -0.7% 4.39% $71.8M $29.26
2025 Q1 ADDED 2,436,220 +99,698 +4.3% 4.32% $64.5M $25.86
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEM price (monthly, adj. close)

Other funds also holding DFEM

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 25.18% EnRich Financial Partners LLC 11.56% CAPSTONE CAPITAL LLC 11.37% Kooman & Associates 3Y 9.89% Your Advocates Ltd., LLP 3Y 9.37% GREAT OAK CAPITAL PARTNERS, LLC 9.25% Seaside Wealth Management, Inc. 3Y 9.04% Cravens & Co Advisors, LLC 3Y 8.67% Sensible Money, LLC 7.65% Forum Financial Management, LP 3Y 7.57%
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