CPA
DFEM icon

Capital Performance Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Capital Performance 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
2025
Q4 		– Sell
-22,769
Closed -$730K – 455
2025
Q3 		$730K Buy
22,769
+1,901
+9% +$58.7K 0.12% 90
2025
Q2 		$619K Buy
20,868
+1,618
+8% +$44.5K 0.12% 92
2025
Q1 		$509K Buy
19,250
+2,873
+18% +$76.4K 0.11% 99
2024
Q4 		$429K Buy
16,377
+4,735
+41% +$129K 0.14% 68
2024
Q3 		$328K Buy
+11,642
New +$313K 0.1% 72

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Capital Performance Advisors's DFEM Position: Q4 2025 in Review

Capital Performance Advisors sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q4 2025, closing a stake of 22,769 shares — an estimated $730K sold.

Capital Performance Advisors first reported a position in DFEM in Q3 2024 and held it in 5 quarters. The position peaked at $730K in Q3 2025. 528 funds tracked by Wall St. Rank hold DFEM as of Q4 2025.

  • Capital Performance Advisors reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 22,769 Dimensional Emerging Markets Core Equity 2 ETF shares in Q4 2025, an estimated $730K.
  • Capital Performance Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2024 and held it in 5 quarters.
  • Capital Performance Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $730K in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.