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

Prospect Financial 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
Q2 		$12.1M Sell
297,935
-17,929
-6% -$704K 9.75% 1
2026
Q1 		$10.9M Sell
315,864
-5,902
-2% -$210K 10.08% 1
2025
Q4 		$10.6M Buy
321,766
+74,455
+30% +$2.43M 9.9% 1
2025
Q3 		$7.93M Sell
247,311
-1,359
-0.5% -$41.9K 7.75% 2
2025
Q2 		$7.38M Buy
248,670
+39,913
+19% +$1.1M 7.72% 3
2025
Q1 		$5.52M Buy
208,757
+28,235
+16% +$751K 7.05% 3
2024
Q4 		$4.73M Buy
+180,522
New +$4.91M 5.82% 5

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Prospect Financial Group's DFEM Position: Q2 2026 in Review

Prospect Financial Group reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.7% in Q2 2026, selling an estimated $704K and leaving 297,935 shares worth $12.1M. The position accounts for 9.75% of the portfolio, ranked #1.

Prospect Financial Group first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Prospect Financial Group held 297,935 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $12.1M as of Q2 2026.
  • Prospect Financial Group sold 17,929 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $704K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 9.75% of Prospect Financial Group's portfolio in Q2 2026, its #1 holding.
  • Prospect Financial Group first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.