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

Avondale 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	$17.8M	Buy	443,390 +25,507	+6%	+$987K	7.27%	6
2026 Q1	$14.1M	Buy	417,883 +32,415	+8%	+$1.13M	6.95%	5
2025 Q4	$12.6M	Buy	385,468 +9,253	+2%	+$298K	6.46%	5
2025 Q3	$11.9M	Buy	376,215 +13,593	+4%	+$409K	6.32%	5
2025 Q2	$10.5M	Sell	362,622 -74,328	-17%	-$1.99M	5.86%	6
2025 Q1	$11.3M	Buy	436,950 +19,832	+5%	+$515K	7.12%	4
2024 Q4	$10.6M	Buy	417,118 +26,460	+7%	+$700K	6.78%	5
2024 Q3	$10.7M	Buy	390,658 +16,567	+4%	+$432K	6.96%	5
2024 Q2	$9.68M	Sell	374,091 -11,760	-3%	-$298K	6.61%	5
2024 Q1	$9.54M	Buy	385,851 +18,983	+5%	+$455K	6.69%	5
2023 Q4	$8.85M	Buy	366,868 +23,508	+7%	+$537K	7.13%	5
2023 Q3	$7.75M	Sell	343,360 -35	-0%	-$825	6.8%	5
2023 Q2	$8.06M	Buy	+343,395	New	+$7.94M	6.77%	6

Other funds holding DFAE

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Avondale Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 6.1% in Q2 2026, buying an estimated $987K and bringing the position to 443,390 shares worth $17.8M. The position accounts for 7.27% of the portfolio, ranked #6.

Avondale Wealth Management first reported a position in DFAE in Q2 2023 and has held it in 13 quarters since. 134 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Avondale Wealth Management held 443,390 shares of Dimensional Emerging Core Equity Market ETF worth $17.8M as of Q2 2026.
Avondale Wealth Management bought 25,507 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $987K.
Dimensional Emerging Core Equity Market ETF made up 7.27% of Avondale Wealth Management's portfolio in Q2 2026, its #6 holding.
Avondale Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and has held it in 13 quarters since.
134 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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