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JNBA Financial Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

JNBA Financial Advisors’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14K Sell
287
-52
-15% -$2.49K ﹤0.01% 477
2026
Q1 		$14.4K Hold
339
– – ﹤0.01% 455
2025
Q4 		$14.1K Buy
+339
New +$14K ﹤0.01% 455

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

JNBA Financial Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 15% in Q2 2026, selling an estimated $2.49K and leaving 287 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

JNBA Financial Advisors first reported a position in DFSE in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.4K in Q1 2026. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • JNBA Financial Advisors held 287 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $14K as of Q2 2026.
  • JNBA Financial Advisors sold 52 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.49K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #477 holding.
  • JNBA Financial Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • JNBA Financial Advisors's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $14.4K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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