BC
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Burney Company’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Burney Company’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 		$1.29M Sell
32,140
-570
-2% -$22K 0.03% 312
2026
Q1 		$1.11M Buy
32,710
+2,207
+7% +$77.2K 0.03% 310
2025
Q4 		$993K Buy
30,503
+1,898
+7% +$61.1K 0.03% 332
2025
Q3 		$902K Sell
28,605
-239
-0.8% -$7.2K 0.03% 330
2025
Q2 		$835K Buy
28,844
+20,068
+229% +$539K 0.03% 332
2025
Q1 		$227K Buy
8,776
+428
+5% +$11.1K 0.01% 541
2024
Q4 		$212K Sell
8,348
-28
-0.3% -$741 0.01% 565
2024
Q3 		$230K Buy
8,376
+416
+5% +$10.8K 0.01% 572
2024
Q2 		$206K Sell
7,960
-1,481
-16% -$37.5K 0.01% 576
2024
Q1 		$233K Sell
9,441
-3,244
-26% -$77.8K 0.01% 554
2023
Q4 		$306K Buy
12,685
+2,435
+24% +$55.7K 0.01% 496
2023
Q3 		$231K Sell
10,250
-3,711
-27% -$87.5K 0.01% 519
2023
Q2 		$328K Buy
13,961
+261
+2% +$6.04K 0.02% 476
2023
Q1 		$315K Buy
13,700
+59
+0.4% +$1.36K 0.02% 479
2022
Q4 		$299K Buy
13,641
+214
+2% +$4.55K 0.02% 479
2022
Q3 		$270K Sell
13,427
-431
-3% -$9.73K 0.01% 491
2022
Q2 		$321K Buy
13,858
+23
+0.2% +$563 0.02% 461
2022
Q1 		$363K Sell
13,835
-8,385
-38% -$225K 0.02% 468
2021
Q4 		$608K Buy
22,220
+820
+4% +$22.5K 0.03% 402
2021
Q3 		$583K Buy
21,400
+856
+4% +$24.2K 0.03% 396
2021
Q2 		$609K Hold
20,544
– – 0.03% 398
2021
Q1 		$577K Buy
+20,544
New +$584K 0.03% 387

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FG
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AAS
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KFAA
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WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FFG
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $776M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return