Roosevelt Capital Management LLC’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Roosevelt Capital Management LLC’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 Q3	$313K	Buy	+7,892	New	+$311K	1.96%	13

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Roosevelt Capital Management LLC's DFEM Position: Q3 2026 in Review

Roosevelt Capital Management LLC opened a new position in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q3 2026: 7,892 shares worth $313K. The stake represents 1.96% of the portfolio and ranks #13 among its holdings.

439 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Roosevelt Capital Management LLC held 7,892 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $313K as of Q3 2026.
Dimensional Emerging Markets Core Equity 2 ETF was a new Roosevelt Capital Management LLC position in Q3 2026.
Dimensional Emerging Markets Core Equity 2 ETF made up 1.96% of Roosevelt Capital Management LLC's portfolio in Q3 2026, its #13 holding.
439 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

Based on Roosevelt Capital Management LLC's 13F filing for Q3 2026, filed 10 Nov 2026.