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Annex Advisory Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Annex Advisory Services’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 		$91.2M Buy
2,267,929
+168,261
+8% +$6.51M 1.56% 16
2026
Q1 		$71.1M Buy
+2,099,668
New +$73.4M 1.33% 22

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Annex Advisory Services's DFAE Position: Q2 2026 in Review

Annex Advisory Services increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 8% in Q2 2026, buying an estimated $6.51M and bringing the position to 2,267,929 shares worth $91.2M. The position accounts for 1.56% of the portfolio, ranked #16.

Annex Advisory Services first reported a position in DFAE in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Annex Advisory Services held 2,267,929 shares of Dimensional Emerging Core Equity Market ETF worth $91.2M as of Q2 2026.
  • Annex Advisory Services bought 168,261 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $6.51M.
  • Dimensional Emerging Core Equity Market ETF made up 1.56% of Annex Advisory Services's portfolio in Q2 2026, its #16 holding.
  • Annex Advisory Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.