AWM
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Athena Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Athena 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 		$317K Sell
7,875
-6,516
-45% -$252K 0.24% 80
2026
Q1 		$487K Sell
14,391
-1,330
-8% -$46.5K 0.4% 60
2025
Q4 		$512K Buy
+15,721
New +$506K 0.5% 49

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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Athena Wealth Management's DFAE Position: Q2 2026 in Review

Athena Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 45% in Q2 2026, selling an estimated $252K and leaving 7,875 shares worth $317K. The position accounts for 0.24% of the portfolio, ranked #80.

Athena Wealth Management first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. The position peaked at $512K in Q4 2025. 207 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Athena Wealth Management held 7,875 shares of Dimensional Emerging Core Equity Market ETF worth $317K as of Q2 2026.
  • Athena Wealth Management sold 6,516 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $252K.
  • Dimensional Emerging Core Equity Market ETF made up 0.24% of Athena Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Athena Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $512K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.