Jackson Thornton Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Jackson Thornton Wealth Management’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	$12.4M	Sell	337,622 -432,884	-56%	-$15.4M	1.12%	15
2025 Q4	$26.5M	Buy	770,506 +32,297	+4%	+$1.06M	2.5%	10
2025 Q3	$24.1M	Sell	738,209 -13,435	-2%	-$415K	2.44%	10
2025 Q2	$22.4M	Sell	751,644 -1,829	-0.2%	-$50.3K	2.56%	10
2025 Q1	$19.3M	Buy	753,473 +105,163	+16%	+$2.8M	2.56%	10
2024 Q4	$17M	Buy	648,310 +95,127	+17%	+$2.59M	2.15%	12
2024 Q3	$15.6M	Buy	553,183 +186,995	+51%	+$5.02M	2.06%	11
2024 Q2	$9.79M	Buy	366,188 +225,823	+161%	+$5.92M	1.5%	11
2024 Q1	$3.58M	Buy	140,365 +61,312	+78%	+$1.52M	0.61%	16
2023 Q4	$1.97M	Buy	+79,053	New	+$1.87M	0.36%	18

Other funds holding DFEM

FFM

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

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 Miami, Florida $69.9B AUM 22.19% 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 $20.7B AUM 19.76% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

Jackson Thornton Wealth Management's DFEM Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 56% in Q1 2026, selling an estimated $15.4M and leaving 337,622 shares worth $12.4M. The position accounts for 1.12% of the portfolio, ranked #15.

Jackson Thornton Wealth Management first reported a position in DFEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $26.5M in Q4 2025. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Jackson Thornton Wealth Management held 337,622 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $12.4M as of Q1 2026.
Jackson Thornton Wealth Management sold 432,884 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $15.4M.
Dimensional Emerging Markets Core Equity 2 ETF made up 1.12% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #15 holding.
Jackson Thornton Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
Jackson Thornton Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $26.5M in Q4 2025.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.