CCM
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Colorado Capital Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Colorado Capital 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 		$11.1M Buy
276,824
+8,079
+3% +$313K 3.8% 6
2026
Q1 		$9.1M Buy
268,745
+13,939
+5% +$487K 3.39% 7
2025
Q4 		$8.3M Buy
254,806
+10,415
+4% +$335K 3.12% 10
2025
Q3 		$7.71M Buy
244,391
+13,152
+6% +$396K 2.98% 9
2025
Q2 		$6.69M Buy
231,239
+24,176
+12% +$649K 2.87% 9
2025
Q1 		$5.36M Buy
207,063
+28,956
+16% +$752K 2.5% 12
2024
Q4 		$4.52M Buy
178,107
+68,103
+62% +$1.8M 2.19% 14
2024
Q3 		$3.02M Buy
110,004
+63,131
+135% +$1.65M 1.49% 26
2024
Q2 		$1.21M Buy
+46,873
New +$1.19M 0.68% 43

Other funds holding DFAE

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