JNBA Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

JNBA Financial 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	$3.4M	Sell	83,714 -1,475	-2%	-$58K	0.26%	54
2026 Q1	$2.94M	Sell	85,189 -4,794	-5%	-$170K	0.25%	56
2025 Q4	$2.98M	Sell	89,983 -6,957	-7%	-$227K	0.26%	52
2025 Q3	$3.11M	Sell	96,940 -7,889	-8%	-$243K	0.28%	49
2025 Q2	$3.11M	Sell	104,829 -12,156	-10%	-$334K	0.3%	50
2025 Q1	$3.1M	Sell	116,985 -17,324	-13%	-$461K	0.32%	46
2024 Q4	$3.52M	Sell	134,309 -24,883	-16%	-$676K	0.36%	43
2024 Q3	$4.48M	Sell	159,192 -29,193	-15%	-$784K	0.45%	38
2024 Q2	$5.04M	Sell	188,385 -24,678	-12%	-$647K	0.53%	34
2024 Q1	$5.43M	Sell	213,063 -21,725	-9%	-$539K	0.57%	37
2023 Q4	$5.86M	Sell	234,788 -5,658	-2%	-$134K	0.67%	38
2023 Q3	$5.6M	Sell	240,446 -6,366	-3%	-$154K	0.7%	38
2023 Q2	$5.94M	Sell	246,812 -4,079	-2%	-$96.8K	0.71%	35
2023 Q1	$5.92M	Buy	250,891 +15,255	+6%	+$360K	0.77%	34
2022 Q4	$5.29M	Buy	235,636 +13,206	+6%	+$288K	0.74%	37
2022 Q3	$4.55M	Buy	+222,430	New	+$5.1M	0.7%	38

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

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

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

JNBA Financial Advisors's DFEM Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.7% in Q2 2026, selling an estimated $58K and leaving 83,714 shares worth $3.4M. The position accounts for 0.26% of the portfolio, ranked #54.

JNBA Financial Advisors first reported a position in DFEM in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.94M in Q2 2023. 311 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

JNBA Financial Advisors held 83,714 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.4M as of Q2 2026.
JNBA Financial Advisors sold 1,475 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $58K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.26% of JNBA Financial Advisors's portfolio in Q2 2026, its #54 holding.
JNBA Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
JNBA Financial Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $5.94M in Q2 2023.
311 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.