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

CFS 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 		$16.8M Sell
432,486
-2,104
-0.5% -$81.4K 1.12% 19
2026
Q1 		$16.5M Buy
434,590
+3,173
+0.7% +$111K 1.13% 23
2025
Q4 		$14.1M Buy
431,417
+15,109
+4% +$486K 1.03% 29
2025
Q3 		$13.5M Sell
416,308
-11,263
-3% -$339K 1.01% 29
2025
Q2 		$12.4M Buy
427,571
+3,872
+0.9% +$104K 1.01% 26
2025
Q1 		$11M Sell
423,699
-8,691
-2% -$226K 0.98% 26
2024
Q4 		$11M Sell
432,390
-1,064
-0.2% -$28.2K 0.98% 26
2024
Q3 		$11.9M Sell
433,454
-759
-0.2% -$19.8K 1% 25
2024
Q2 		$11.2M Buy
434,213
+1,734
+0.4% +$43.9K 0.91% 25
2024
Q1 		$10.7M Sell
432,479
-6,881
-2% -$165K 1.8% 10
2023
Q4 		$10.6M Sell
439,360
-15,932
-3% -$364K 1.91% 11
2023
Q3 		$10.3M Buy
455,292
+40,600
+10% +$957K 1.64% 16
2023
Q2 		$9.73M Buy
414,692
+6,362
+2% +$147K 1.24% 22
2023
Q1 		$9.4M Buy
408,330
+28,436
+7% +$655K 1.71% 18
2022
Q4 		$8.34M Buy
379,894
+354,852
+1,417% +$7.55M 1.89% 12
2022
Q3 		$503K Buy
+25,042
New +$565K 0.13% 78

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

CFS Investment Advisory Services reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.48% in Q2 2026, selling an estimated $81.4K and leaving 432,486 shares worth $16.8M. The position accounts for 1.12% of the portfolio, ranked #19.

CFS Investment Advisory Services first reported a position in DFAE in Q3 2022 and has held it in 16 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • CFS Investment Advisory Services held 432,486 shares of Dimensional Emerging Core Equity Market ETF worth $16.8M as of Q2 2026.
  • CFS Investment Advisory Services sold 2,104 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $81.4K.
  • Dimensional Emerging Core Equity Market ETF made up 1.12% of CFS Investment Advisory Services's portfolio in Q2 2026, its #19 holding.
  • CFS Investment Advisory Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.