JWM
DFEM icon

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

JGP 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 		$14.3M Buy
350,783
+5,369
+2% +$211K 1.28% 17
2026
Q1 		$11.9M Buy
345,414
+6,834
+2% +$243K 1.24% 21
2025
Q4 		$11.2M Buy
338,580
+1,882
+0.6% +$61.5K 1.17% 22
2025
Q3 		$10.9M Sell
336,698
-4,772
-1% -$147K 1.21% 23
2025
Q2 		$10.1M Sell
341,470
-3,020
-0.9% -$83K 1.23% 26
2025
Q1 		$9.12M Sell
344,490
-38,048
-10% -$1.01M 1.2% 27
2024
Q4 		$10M Buy
382,538
+1,958
+0.5% +$53.2K 1.3% 29
2024
Q3 		$10.7M Buy
380,580
+8,175
+2% +$219K 1.38% 27
2024
Q2 		$9.95M Buy
372,405
+5,083
+1% +$133K 1.42% 25
2024
Q1 		$9.36M Sell
367,322
-318
-0.1% -$7.88K 1.36% 29
2023
Q4 		$9.18M Buy
367,640
+12,075
+3% +$286K 1.36% 31
2023
Q3 		$8.29M Buy
+355,565
New +$8.6M 1.39% 30

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

JGP Wealth Management's DFEM Position: Q2 2026 in Review

JGP Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.6% in Q2 2026, buying an estimated $211K and bringing the position to 350,783 shares worth $14.3M. The position accounts for 1.28% of the portfolio, ranked #17.

JGP Wealth Management first reported a position in DFEM in Q3 2023 and has held it in 12 quarters since. 243 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • JGP Wealth Management held 350,783 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $14.3M as of Q2 2026.
  • JGP Wealth Management bought 5,369 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $211K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.28% of JGP Wealth Management's portfolio in Q2 2026, its #17 holding.
  • JGP Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • 243 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.