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

Prosperity Capital 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 		$7.73M Sell
223,810
-23,678
-10% -$841K 0.44% 41
2025
Q4 		$8.19M Sell
247,488
-247,180
-50% -$8.08M 0.49% 41
2025
Q3 		$15.9M Buy
494,668
+23,903
+5% +$738K 0.92% 24
2025
Q2 		$14M Buy
470,765
+12,907
+3% +$355K 0.91% 26
2025
Q1 		$12.2M Buy
457,858
+36,946
+9% +$982K 0.96% 20
2024
Q4 		$11M Buy
420,912
+187,841
+81% +$5.11M 0.9% 22
2024
Q3 		$6.56M Buy
233,071
+168,919
+263% +$4.54M 0.56% 34
2024
Q2 		$1.71M Buy
+64,152
New +$1.68M 0.19% 82

Other funds holding DFEM

FFM
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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 $17.8B AUM 21.2% 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 $4.9B 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