Jentner Corp’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Jentner Corp’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
2025 Q2	$17.4M	Buy	585,548 +22,390	+4%	+$616K	4.66%	8
2025 Q1	$14.9M	Buy	563,158 +3,667	+0.7%	+$97.5K	4.46%	8
2024 Q4	$14.7M	Buy	559,491 +39,206	+8%	+$1.07M	4.27%	8
2024 Q3	$14.6M	Buy	520,285 +16,622	+3%	+$446K	4.48%	8
2024 Q2	$13.5M	Buy	503,663 +24,522	+5%	+$643K	4.47%	8
2024 Q1	$12.2M	Buy	479,141 +27,367	+6%	+$678K	4.29%	8
2023 Q4	$11.3M	Buy	451,774 +351,922	+352%	+$8.32M	4.36%	7
2023 Q3	$2.33M	Buy	99,852 +23,999	+32%	+$580K	1.45%	10
2023 Q2	$1.82M	Buy	75,853 +32,825	+76%	+$779K	1.14%	11
2023 Q1	$1.02M	Buy	43,028 +29,296	+213%	+$692K	0.69%	14
2022 Q4	$308K	Buy	+13,732	New	+$299K	0.23%	33

Other funds holding DFEM

FFM

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Jentner Corp's DFEM Position: Q2 2025 in Review

Jentner Corp increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 4% in Q2 2025, buying an estimated $616K and bringing the position to 585,548 shares worth $17.4M. The position accounts for 4.66% of the portfolio, ranked #8.

Jentner Corp first reported a position in DFEM in Q4 2022 and has held it in 11 quarters since. 451 funds tracked by Wall St. Rank hold DFEM as of Q2 2025.

Jentner Corp held 585,548 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $17.4M as of Q2 2025.
Jentner Corp bought 22,390 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2025, an estimated $616K.
Dimensional Emerging Markets Core Equity 2 ETF made up 4.66% of Jentner Corp's portfolio in Q2 2025, its #8 holding.
Jentner Corp first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2022 and has held it in 11 quarters since.
451 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.