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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return