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

DWR Wealth 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 		$8.84M Buy
222,865
+14,832
+7% +$574K 6.61% 5
2026
Q1 		$6.8M Buy
208,033
+33,967
+20% +$1.19M 5.92% 5
2025
Q4 		$5.68M Buy
+174,066
New +$5.6M 5.28% 6

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

DWR Wealth Management's DFAE Position: Q2 2026 in Review

DWR Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.1% in Q2 2026, buying an estimated $574K and bringing the position to 222,865 shares worth $8.84M. The position accounts for 6.61% of the portfolio, ranked #5.

DWR Wealth Management first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • DWR Wealth Management held 222,865 shares of Dimensional Emerging Core Equity Market ETF worth $8.84M as of Q2 2026.
  • DWR Wealth Management bought 14,832 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $574K.
  • Dimensional Emerging Core Equity Market ETF made up 6.61% of DWR Wealth Management's portfolio in Q2 2026, its #5 holding.
  • DWR Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.