Capstone Wealth Management (Alabama)’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Capstone Wealth Management (Alabama)’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 Q2	$3.82M	Sell	94,064 -2,267	-2%	-$89.1K	1.77%	11
2026 Q1	$3.33M	Buy	96,331 +4,499	+5%	+$160K	2.32%	11
2025 Q4	$3.04M	Buy	91,832 +2,421	+3%	+$79.1K	2.22%	11
2025 Q3	$2.87M	Buy	89,411 +16,671	+23%	+$515K	2.21%	11
2025 Q2	$2.16M	Buy	72,740 +20,592	+39%	+$566K	1.89%	13
2025 Q1	$1.38M	Buy	52,148 +8,128	+18%	+$216K	1.37%	15
2024 Q4	$1.15M	Buy	+44,020	New	+$1.2M	1.13%	14

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s DFEM Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.4% in Q2 2026, selling an estimated $89.1K and leaving 94,064 shares worth $3.82M. The position accounts for 1.77% of the portfolio, ranked #11.

Capstone Wealth Management (Alabama) first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Capstone Wealth Management (Alabama) held 94,064 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.82M as of Q2 2026.
Capstone Wealth Management (Alabama) sold 2,267 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $89.1K.
Dimensional Emerging Markets Core Equity 2 ETF made up 1.77% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #11 holding.
Capstone Wealth Management (Alabama) first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.