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

Bannerman Wealth Management Group’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	$6.78M	Buy	168,655 +1,560	+0.9%	+$60.3K	3.96%	6
2026 Q1	$5.66M	Buy	167,095 +7,242	+5%	+$253K	3.81%	6
2025 Q4	$5.21M	Buy	159,853 +2,762	+2%	+$88.9K	3.69%	6
2025 Q3	$4.95M	Buy	157,091 +1,693	+1%	+$51K	3.65%	7
2025 Q2	$4.5M	Buy	155,398 +833	+0.5%	+$22.4K	3.45%	7
2025 Q1	$4M	Buy	154,565 +5,072	+3%	+$132K	3.27%	7
2024 Q4	$3.79M	Buy	+149,493	New	+$3.96M	3.14%	7

Other funds holding DFAE

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

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

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return