DFEM — DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

Ownership history in Rather & Kittrell, Inc.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Rather & Kittrell, Inc. reported a position in DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (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
5.56% (2025 Q3)
Avg. % of fund
4.48%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,024,259 +34,667 +3.5% 5.46% $33.9M $33.08
2025 Q3 ADDED 989,592 +64,186 +6.9% 5.56% $31.7M $31.87
2025 Q2 ADDED 925,406 +23,329 +2.6% 5.44% $27.5M $29.26
2025 Q1 ADDED 902,077 +90,843 +11.2% 5.18% $23.9M $25.86
10 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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