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

Axxcess 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	$872K	Buy	+21,693	New	+$839K	0.01%	563
2026 Q1	–	Sell	-11,960	Closed	-$390K	–	524
2025 Q4	$390K	Buy	11,960 +4,102	+52%	+$132K	0.01%	768
2025 Q3	$248K	Buy	+7,858	New	+$237K	0.01%	820
2024 Q1	–	Sell	-30,312	Closed	-$731K	–	881
2023 Q4	$731K	Buy	30,312 +3,672	+14%	+$83.9K	0.02%	419
2023 Q3	$601K	Buy	26,640 +5,271	+25%	+$124K	0.02%	424
2023 Q2	$501K	Buy	21,369 +3,004	+16%	+$69.5K	0.04%	350
2023 Q1	$423K	Buy	+18,365	New	+$423K	0.03%	406

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

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

WTB

Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 21,693 shares worth $872K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DFAE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DFAE in Q1 2023 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Axxcess Wealth Management held 21,693 shares of Dimensional Emerging Core Equity Market ETF worth $872K as of Q2 2026.
Dimensional Emerging Core Equity Market ETF was a new Axxcess Wealth Management position in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #563 holding.
Axxcess Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 7 quarters since.
462 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.