JTWM
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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
Q2 		$13.6M Sell
333,999
-3,623
-1% -$142K 1.07% 15
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

Jackson Thornton Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.1% in Q2 2026, selling an estimated $142K and leaving 333,999 shares worth $13.6M. The position accounts for 1.07% of the portfolio, ranked #15.

Jackson Thornton Wealth Management first reported a position in DFEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.5M in Q4 2025. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Jackson Thornton Wealth Management held 333,999 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $13.6M as of Q2 2026.
  • Jackson Thornton Wealth Management sold 3,623 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $142K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.07% of Jackson Thornton Wealth Management's portfolio in Q2 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 11 quarters since.
  • Jackson Thornton Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $26.5M in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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