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

Austin 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	$20.6M	Buy	551,255 +8,444	+2%	+$327K	4.35%	6
2026 Q1	$18.5M	Sell	542,811 -247,473	-31%	-$8.65M	4.2%	7
2025 Q4	$26.7M	Buy	790,284 +40,433	+5%	+$1.3M	3.94%	6
2025 Q3	$24.1M	Buy	749,851 +68,819	+10%	+$2.07M	3.78%	5
2025 Q2	$19.9M	Buy	681,032 +257,235	+61%	+$6.9M	3.54%	7
2025 Q1	$11M	Buy	423,797 +59,352	+16%	+$1.54M	2.2%	16
2024 Q4	$9.26M	Buy	364,445 +44,817	+14%	+$1.19M	1.92%	17
2024 Q3	$8.83M	Buy	319,628 +67,716	+27%	+$1.77M	1.94%	18
2024 Q2	$6.76M	Buy	251,912 +25,633	+11%	+$650K	1.58%	22
2024 Q1	$5.89M	Buy	226,279 +34,192	+18%	+$819K	1.46%	22
2023 Q4	$4.63M	Buy	192,087 +52,275	+37%	+$1.19M	1.24%	24
2023 Q3	$3.26M	Buy	+139,812	New	+$3.3M	1.01%	28

Other funds holding DFAE

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Austin Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.6% in Q2 2026, buying an estimated $327K and bringing the position to 551,255 shares worth $20.6M. The position accounts for 4.35% of the portfolio, ranked #6.

Austin Wealth Management first reported a position in DFAE in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.7M in Q4 2025. 207 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Austin Wealth Management held 551,255 shares of Dimensional Emerging Core Equity Market ETF worth $20.6M as of Q2 2026.
Austin Wealth Management bought 8,444 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $327K.
Dimensional Emerging Core Equity Market ETF made up 4.35% of Austin Wealth Management's portfolio in Q2 2026, its #6 holding.
Austin Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $26.7M in Q4 2025.
207 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.