CIAS
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Capital Investment Advisory Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Capital Investment Advisory Services’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 		$1.68M Buy
41,712
+3,530
+9% +$137K 0.1% 210
2026
Q1 		$1.29M Sell
38,182
-907
-2% -$31.7K 0.09% 219
2025
Q4 		$1.27M Sell
39,089
-7,240
-16% -$233K 0.09% 215
2025
Q3 		$1.46M Sell
46,329
-506
-1% -$15.2K 0.12% 184
2025
Q2 		$1.36M Buy
46,835
+1,895
+4% +$50.9K 0.11% 187
2025
Q1 		$1.16M Buy
44,940
+5,316
+13% +$138K 0.1% 189
2024
Q4 		$1.01M Sell
39,624
-435
-1% -$11.5K 0.1% 188
2024
Q3 		$1.1M Sell
40,059
-1,485
-4% -$38.7K 0.1% 189
2024
Q2 		$1.07M Buy
41,544
+1,429
+4% +$36.2K 0.11% 184
2024
Q1 		$992K Buy
40,115
+2,283
+6% +$54.7K 0.11% 196
2023
Q4 		$912K Buy
37,832
+3,764
+11% +$86K 0.08% 202
2023
Q3 		$769K Buy
34,068
+1,841
+6% +$43.4K 0.08% 216
2023
Q2 		$756K Buy
32,227
+2,407
+8% +$55.7K 0.07% 217
2023
Q1 		$686K Buy
29,820
+832
+3% +$19.2K 0.08% 211
2022
Q4 		$636K Sell
28,988
-2,075
-7% -$44.2K 0.08% 223
2022
Q3 		$624K Sell
31,063
-3,463
-10% -$78.2K 0.08% 215
2022
Q2 		$800K Buy
34,526
+1,357
+4% +$33.2K 0.1% 182
2022
Q1 		$870K Buy
33,169
+8,911
+37% +$239K 0.09% 194
2021
Q4 		$664K Buy
24,258
+5,215
+27% +$143K 0.08% 232
2021
Q3 		$519K Buy
19,043
+5,674
+42% +$160K 0.07% 257
2021
Q2 		$396K Buy
13,369
+5,431
+68% +$158K 0.05% 319
2021
Q1 		$223K Buy
+7,938
New +$226K 0.03% 395

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Capital Investment Advisory Services's DFAE Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 9.2% in Q2 2026, buying an estimated $137K and bringing the position to 41,712 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #210.

Capital Investment Advisory Services first reported a position in DFAE in Q1 2021 and has held it in 22 quarters since. 255 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Capital Investment Advisory Services held 41,712 shares of Dimensional Emerging Core Equity Market ETF worth $1.68M as of Q2 2026.
  • Capital Investment Advisory Services bought 3,530 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $137K.
  • Dimensional Emerging Core Equity Market ETF made up 0.1% of Capital Investment Advisory Services's portfolio in Q2 2026, its #210 holding.
  • Capital Investment Advisory Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 255 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.