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Caprock Group’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Caprock Group’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 		$517K Hold
14,957
– – 0.01% 738
2025
Q4 		$495K Buy
14,957
+28
+0.2% +$915 0.01% 825
2025
Q3 		$461K Buy
+14,929
New +$461K 0.01% 830
2025
Q1 		$431K Sell
16,306
-95
-0.6% -$2.53K 0.01% 776
2024
Q4 		$430K Hold
16,401
– – 0.01% 675
2024
Q3 		$462K Buy
16,401
+8,891
+118% +$239K 0.02% 596
2024
Q2 		$201K Buy
+7,510
New +$197K 0.01% 806

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

Caprock Group's DFEM Position: Q1 2026 in Review

Caprock Group held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q1 2026 at 14,957 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #738.

Caprock Group first reported a position in DFEM in Q2 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Caprock Group held 14,957 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $517K as of Q1 2026.
  • Caprock Group left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #738 holding.
  • Caprock Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2024 and has held it in 7 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.