AWE
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Avidian Wealth Enterprises’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$208K Buy
5,298
+238
+5% +$9.29K 0.01% 712
2026
Q2 		$203K Buy
+5,060
New +$196K 0.01% 703

Other funds holding DFAE

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avidian Wealth Enterprises's DFAE Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.7% in Q3 2026, buying an estimated $9.29K and bringing the position to 5,298 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #712.

Avidian Wealth Enterprises first reported a position in DFAE in Q2 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Avidian Wealth Enterprises held 5,298 shares of Dimensional Emerging Core Equity Market ETF worth $208K as of Q3 2026.
  • Avidian Wealth Enterprises bought 238 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $9.29K.
  • Dimensional Emerging Core Equity Market ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #712 holding.
  • Avidian Wealth Enterprises first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.