Jones Financial Companies’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Jones Financial Companies’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$411K	Buy	10,437 +7,394	+243%	+$286K	﹤0.01%	2295
2026 Q1	$100K	Buy	3,043 +1,318	+76%	+$46.1K	﹤0.01%	2675
2025 Q4	$56.2K	Sell	1,725 -275	-14%	-$8.85K	﹤0.01%	2463
2025 Q3	$62.3K	Buy	2,000 +1,941	+3,290%	+$58.5K	﹤0.01%	2288
2025 Q2	$1.7K	Buy	+59	New	+$1.58K	﹤0.01%	3518
2025 Q1	–	Sell	-447	Closed	-$11.3K	–	3746
2024 Q4	$11.3K	Buy	+447	New	+$11.8K	﹤0.01%	2485

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies's DFAE Position: Q2 2026 in Review

Jones Financial Companies increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 243% in Q2 2026, buying an estimated $286K and bringing the position to 10,437 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Jones Financial Companies first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Jones Financial Companies held 10,437 shares of Dimensional Emerging Core Equity Market ETF worth $411K as of Q2 2026.
Jones Financial Companies bought 7,394 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $286K.
Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2295 holding.
Jones Financial Companies first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.