U.S. Capital Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

U.S. Capital Wealth 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	$1.18M	Buy	34,049 +6,540	+24%	+$232K	0.03%	470
2025 Q4	$910K	Buy	27,509 +6,980	+34%	+$228K	0.02%	521
2025 Q3	$658K	Buy	20,529 +3,286	+19%	+$101K	0.02%	567
2025 Q2	$512K	Buy	17,243 +5,205	+43%	+$143K	0.01%	589
2025 Q1	$319K	Buy	12,038 +3,890	+48%	+$103K	0.01%	691
2024 Q4	$213K	Buy	+8,148	New	+$221K	0.01%	760

Other funds holding DFEM

FFM

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

U.S. Capital Wealth Advisors's DFEM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 24% in Q1 2026, buying an estimated $232K and bringing the position to 34,049 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #470.

U.S. Capital Wealth Advisors first reported a position in DFEM in Q4 2024 and has held it in 6 quarters since. 562 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

U.S. Capital Wealth Advisors held 34,049 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.18M as of Q1 2026.
U.S. Capital Wealth Advisors bought 6,540 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $232K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #470 holding.
U.S. Capital Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
562 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.