Sequent Planning’s Franklin Emerging Market Core Dividend Tilt Index ETF DIEM Stock Holding History

Sequent Planning’s Portfolio DIEM Stock Details DIEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	26,082 +3,345	+15%	+$138K	0.24%	87
2026 Q1	$804K	Buy	22,737 +4,294	+23%	+$156K	0.19%	100
2025 Q4	$620K	Buy	18,443 +4,913	+36%	+$162K	0.16%	107
2025 Q3	$435K	Buy	+13,530	New	+$421K	0.12%	128

Other funds holding DIEM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Sequent Planning's DIEM Position: Q2 2026 in Review

Sequent Planning increased its Franklin Emerging Market Core Dividend Tilt Index ETF (DIEM) stake by 15% in Q2 2026, buying an estimated $138K and bringing the position to 26,082 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #87.

Sequent Planning first reported a position in DIEM in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold DIEM as of Q2 2026.

Sequent Planning held 26,082 shares of Franklin Emerging Market Core Dividend Tilt Index ETF worth $1.13M as of Q2 2026.
Sequent Planning bought 3,345 Franklin Emerging Market Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $138K.
Franklin Emerging Market Core Dividend Tilt Index ETF made up 0.24% of Sequent Planning's portfolio in Q2 2026, its #87 holding.
Sequent Planning first reported a position in Franklin Emerging Market Core Dividend Tilt Index ETF in Q3 2025 and has held it in 4 quarters since.
28 funds tracked by Wall St. Rank held Franklin Emerging Market Core Dividend Tilt Index ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.