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Apella Capital’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Apella Capital’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 		$23.5M Sell
608,037
-2,107
-0.3% -$81.5K 0.33% 65
2026
Q1 		$23.1M Buy
610,144
+457,039
+299% +$16M 0.34% 66
2025
Q4 		$4.99M Buy
153,105
+50,234
+49% +$1.62M 0.1% 134
2025
Q3 		$3.3M Sell
102,871
-11,832
-10% -$356K 0.07% 150
2025
Q2 		$3.31M Buy
114,703
+10,618
+10% +$285K 0.09% 128
2025
Q1 		$2.54M Sell
104,085
-2,590
-2% -$67.2K 0.09% 119
2024
Q4 		$2.71M Sell
106,675
-1,956
-2% -$51.8K 0.1% 98
2024
Q3 		$3.04M Sell
108,631
-26,002
-19% -$678K 0.13% 88
2024
Q2 		$3.57M Sell
134,633
-6,196
-4% -$157K 0.16% 80
2024
Q1 		$3.55M Sell
140,829
-19,240
-12% -$461K 0.18% 76
2023
Q4 		$3.79M Buy
160,069
+52,587
+49% +$1.2M 0.21% 73
2023
Q3 		$2.43M Sell
107,482
-809
-0.7% -$19.1K 0.17% 77
2023
Q2 		$2.54M Buy
+108,291
New +$2.5M 0.18% 71
2022
Q4 		$300K Sell
13,683
-5,024
-27% -$107K 0.03% 193
2022
Q3 		$376K Sell
18,707
-3,644
-16% -$82.2K 0.04% 157
2022
Q2 		$518K Sell
22,351
-6,870
-24% -$168K 0.06% 139
2022
Q1 		$767K Buy
29,221
+5,705
+24% +$153K 0.11% 104
2021
Q4 		$643K Buy
23,516
+11,729
+100% +$322K 0.08% 115
2021
Q3 		$321K Buy
+11,787
New +$333K 0.05% 156

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

Apella Capital's DFAE Position: Q2 2026 in Review

Apella Capital reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.35% in Q2 2026, selling an estimated $81.5K and leaving 608,037 shares worth $23.5M. The position accounts for 0.33% of the portfolio, ranked #65.

Apella Capital first reported a position in DFAE in Q3 2021 and has held it in 19 quarters since. 149 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Apella Capital held 608,037 shares of Dimensional Emerging Core Equity Market ETF worth $23.5M as of Q2 2026.
  • Apella Capital sold 2,107 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $81.5K.
  • Dimensional Emerging Core Equity Market ETF made up 0.33% of Apella Capital's portfolio in Q2 2026, its #65 holding.
  • Apella Capital first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2021 and has held it in 19 quarters since.
  • 149 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.