CAPTRUST Financial Advisors
DFEM icon

CAPTRUST Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$3.52M Buy
102,011
+4,312
+4% +$153K 0.01% 924
2025
Q4 		$3.23M Buy
97,699
+62
+0.1% +$2.03K 0.01% 852
2025
Q3 		$3.13M Buy
97,637
+3,373
+4% +$104K 0.01% 820
2025
Q2 		$2.8M Buy
94,264
+1,137
+1% +$31.3K 0.01% 829
2025
Q1 		$2.46M Sell
93,127
-1,016
-1% -$27K 0.01% 821
2024
Q4 		$2.47M Buy
94,143
+6,416
+7% +$174K 0.01% 800
2024
Q3 		$2.47M Buy
87,727
+6,215
+8% +$167K 0.01% 781
2024
Q2 		$2.18M Buy
81,512
+5,563
+7% +$146K 0.01% 781
2024
Q1 		$1.94M Buy
+75,949
New +$1.88M 0.01% 818
2023
Q2 		– Sell
-20,050
Closed -$473K – 2543
2023
Q1 		$473K Hold
20,050
– – ﹤0.01% 1438
2022
Q4 		$450K Buy
+20,050
New +$437K ﹤0.01% 1394

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

CAPTRUST Financial Advisors's DFEM Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4.4% in Q1 2026, buying an estimated $153K and bringing the position to 102,011 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #924.

CAPTRUST Financial Advisors first reported a position in DFEM in Q4 2022 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • CAPTRUST Financial Advisors held 102,011 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.52M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 4,312 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $153K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #924 holding.
  • CAPTRUST Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 11 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.