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 Q2	$203K	Buy	+5,060	New	+$196K	0.01%	703

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Avidian Wealth Enterprises's DFAE Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 5,060 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings.

713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Avidian Wealth Enterprises held 5,060 shares of Dimensional Emerging Core Equity Market ETF worth $203K as of Q2 2026.
Dimensional Emerging Core Equity Market ETF was a new Avidian Wealth Enterprises position in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #703 holding.
713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.