ALWM
DFAE icon

Andrews Lucia Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Andrews Lucia Wealth Management’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 		$5.75M Buy
142,993
+3,143
+2% +$122K 3.01% 9
2026
Q1 		$4.74M Sell
139,850
-6,922
-5% -$242K 2.83% 9
2025
Q4 		$4.78M Buy
146,772
+1,511
+1% +$48.6K 2.84% 9
2025
Q3 		$4.58M Buy
145,261
+1,294
+0.9% +$39K 2.76% 9
2025
Q2 		$4.17M Sell
143,967
-1,521
-1% -$40.8K 2.71% 9
2025
Q1 		$3.69M Buy
145,488
+10,548
+8% +$274K 2.48% 9
2024
Q4 		$3.7M Buy
134,940
+296
+0.2% +$7.83K 2.47% 9
2024
Q3 		$3.48M Buy
134,644
+3,355
+3% +$87.5K 2.47% 9
2024
Q2 		$3.25M Hold
131,289
– – 2.27% 10
2024
Q1 		$3.25M Buy
131,289
+8,237
+7% +$197K 2.31% 9
2023
Q4 		$2.97M Buy
123,052
+3,427
+3% +$78.3K 2.29% 9
2023
Q3 		$2.7M Buy
119,625
+3,521
+3% +$83K 2.32% 9
2023
Q2 		$2.72M Buy
116,104
+4,216
+4% +$97.5K 2.27% 10
2023
Q1 		$2.58M Buy
111,888
+366
+0.3% +$8.43K 2.28% 10
2022
Q4 		$2.45M Buy
111,522
+52,417
+89% +$1.12M 2.28% 9
2022
Q3 		$1.19M Buy
59,105
+19,407
+49% +$438K 1.25% 12
2022
Q2 		$1.04M Sell
39,698
-2,957
-7% -$72.4K 0.98% 11
2022
Q1 		$1.17M Buy
42,655
+172
+0.4% +$4.61K 1.05% 12
2021
Q4 		$1.16M Buy
+42,483
New +$1.17M 1.05% 11

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
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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Andrews Lucia Wealth Management's DFAE Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.2% in Q2 2026, buying an estimated $122K and bringing the position to 142,993 shares worth $5.75M. The position accounts for 3.01% of the portfolio, ranked #9.

Andrews Lucia Wealth Management first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. 337 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Andrews Lucia Wealth Management held 142,993 shares of Dimensional Emerging Core Equity Market ETF worth $5.75M as of Q2 2026.
  • Andrews Lucia Wealth Management bought 3,143 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $122K.
  • Dimensional Emerging Core Equity Market ETF made up 3.01% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 337 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.