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AA Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

AA Financial Advisors’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 		$6.04M Sell
150,307
-6,397
-4% -$247K 0.73% 45
2026
Q1 		$5.31M Sell
156,704
-134,096
-46% -$4.69M 0.75% 44
2025
Q4 		$9.47M Sell
290,800
-51,579
-15% -$1.66M 1.75% 14
2025
Q3 		$10.8M Buy
342,379
+6,607
+2% +$199K 2.12% 9
2025
Q2 		$9.72M Buy
335,772
+23,746
+8% +$637K 2.09% 10
2025
Q1 		$8.08M Buy
312,026
+39,287
+14% +$1.02M 1.97% 13
2024
Q4 		$6.92M Buy
272,739
+36,491
+15% +$966K 1.85% 18
2024
Q3 		$6.48M Buy
236,248
+55,874
+31% +$1.46M 1.88% 18
2024
Q2 		$4.67M Buy
180,374
+46,565
+35% +$1.18M 1.65% 21
2024
Q1 		$3.31M Buy
133,809
+35,250
+36% +$845K 1.33% 24
2023
Q4 		$2.38M Buy
+98,559
New +$2.25M 1.58% 21

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AA Financial Advisors's DFAE Position: Q2 2026 in Review

AA Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.1% in Q2 2026, selling an estimated $247K and leaving 150,307 shares worth $6.04M. The position accounts for 0.73% of the portfolio, ranked #45.

AA Financial Advisors first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.8M in Q3 2025. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • AA Financial Advisors held 150,307 shares of Dimensional Emerging Core Equity Market ETF worth $6.04M as of Q2 2026.
  • AA Financial Advisors sold 6,397 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $247K.
  • Dimensional Emerging Core Equity Market ETF made up 0.73% of AA Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • AA Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • AA Financial Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $10.8M in Q3 2025.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.