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Jackson Thornton Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Jackson Thornton Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.93M Sell
222,146
-876
-0.4% -$33.9K 0.71% 23
2026
Q1 		$8.04M Sell
223,022
-15,047
-6% -$526K 0.72% 21
2025
Q4 		$8.09M Buy
238,069
+44
+0% +$1.42K 0.76% 19
2025
Q3 		$7.65M Sell
238,025
-819
-0.3% -$24.7K 0.78% 19
2025
Q2 		$6.93M Sell
238,844
-1,518
-0.6% -$40.7K 0.79% 19
2025
Q1 		$5.99M Buy
240,362
+4,426
+2% +$115K 0.8% 19
2024
Q4 		$5.99M Buy
235,936
+26,443
+13% +$700K 0.76% 19
2024
Q3 		$5.74M Sell
209,493
-4,158
-2% -$108K 0.76% 18
2024
Q2 		$5.53M Buy
213,651
+2,794
+1% +$70.8K 0.85% 16
2024
Q1 		$5.21M Buy
210,857
+24,018
+13% +$576K 0.88% 13
2023
Q4 		$4.5M Buy
186,839
+8,432
+5% +$193K 0.83% 14
2023
Q3 		$4.03M Buy
178,407
+11,457
+7% +$270K 0.83% 12
2023
Q2 		$3.92M Buy
166,950
+137,264
+462% +$3.17M 0.79% 12
2023
Q1 		$683K Buy
29,686
+11,505
+63% +$265K 0.15% 19
2022
Q4 		$399K Buy
+18,181
New +$387K 0.1% 23

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jackson Thornton Wealth Management's DFAE Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.39% in Q2 2026, selling an estimated $33.9K and leaving 222,146 shares worth $8.93M. The position accounts for 0.71% of the portfolio, ranked #23.

Jackson Thornton Wealth Management first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Jackson Thornton Wealth Management held 222,146 shares of Dimensional Emerging Core Equity Market ETF worth $8.93M as of Q2 2026.
  • Jackson Thornton Wealth Management sold 876 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $33.9K.
  • Dimensional Emerging Core Equity Market ETF made up 0.71% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Jackson Thornton Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.