JFS Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

JFS Wealth Advisors’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	$12.5M	Buy	308,207 +64,739	+27%	+$2.54M	0.62%	33
2026 Q1	$8.41M	Buy	243,468 +25,938	+12%	+$921K	0.47%	41
2025 Q4	$7.2M	Buy	217,530 +92,970	+75%	+$3.04M	0.41%	46
2025 Q3	$3.99M	Buy	124,560 +3,959	+3%	+$122K	0.23%	67
2025 Q2	$3.58M	Buy	120,601 +49,326	+69%	+$1.36M	0.23%	69
2025 Q1	$1.89M	Buy	71,275 +22,670	+47%	+$603K	0.13%	100
2024 Q4	$1.27M	Buy	48,605 +7,616	+19%	+$207K	0.09%	123
2024 Q3	$1.15M	Buy	40,989 +8,500	+26%	+$228K	0.08%	139
2024 Q2	$868K	Hold	32,489	–	–	0.07%	122
2024 Q1	$828K	Sell	32,489 -693	-2%	-$17.2K	0.07%	127
2023 Q4	$828K	Sell	33,182 -3,591	-10%	-$84.9K	0.07%	116
2023 Q3	$857K	Hold	36,773	–	–	0.08%	118
2023 Q2	$884K	Hold	36,773	–	–	0.08%	117
2023 Q1	$867K	Sell	36,773 -6,010	-14%	-$142K	0.08%	118
2022 Q4	$961K	Buy	42,783 +39,629	+1,256%	+$864K	0.09%	116
2022 Q3	$64K	Buy	3,154 +2,322	+279%	+$53.3K	0.01%	344
2022 Q2	$20K	Buy	+832	New	+$20.4K	﹤0.01%	583

Other funds holding DFEM

FFM

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 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

JFS Wealth Advisors's DFEM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 27% in Q2 2026, buying an estimated $2.54M and bringing the position to 308,207 shares worth $12.5M. The position accounts for 0.62% of the portfolio, ranked #33.

JFS Wealth Advisors first reported a position in DFEM in Q2 2022 and has held it in 17 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

JFS Wealth Advisors held 308,207 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $12.5M as of Q2 2026.
JFS Wealth Advisors bought 64,739 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $2.54M.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.62% of JFS Wealth Advisors's portfolio in Q2 2026, its #33 holding.
JFS Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.