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Dynamic Advisor Solutions’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Dynamic Advisor Solutions’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 		$16.9M Sell
419,441
-13,549
-3% -$524K 0.48% 44
2026
Q1 		$14.7M Buy
432,990
+9,740
+2% +$341K 0.46% 50
2025
Q4 		$13.8M Sell
423,250
-112,991
-21% -$3.64M 0.44% 51
2025
Q3 		$16.9M Buy
536,241
+1,282
+0.2% +$38.6K 0.49% 48
2025
Q2 		$15.5M Sell
534,959
-20,557
-4% -$552K 0.48% 48
2025
Q1 		$14.4M Buy
555,516
+10,111
+2% +$262K 0.47% 49
2024
Q4 		$13.8M Buy
545,405
+17,028
+3% +$451K 0.6% 39
2024
Q3 		$14.5M Buy
528,377
+17,251
+3% +$450K 0.43% 56
2024
Q2 		$13.2M Buy
511,126
+169,801
+50% +$4.3M 0.42% 56
2024
Q1 		$8.44M Sell
341,325
-16,366
-5% -$392K 0.28% 88
2023
Q4 		$8.48M Buy
357,691
+35,482
+11% +$811K 0.32% 83
2023
Q3 		$7.27M Buy
322,209
+102,587
+47% +$2.42M 0.34% 74
2023
Q2 		$5.15M Buy
219,622
+52,215
+31% +$1.21M 0.27% 110
2023
Q1 		$3.85M Buy
167,407
+91,686
+121% +$2.11M 0.23% 123
2022
Q4 		$1.66M Buy
75,721
+9,725
+15% +$207K 0.11% 200
2022
Q3 		$1.33M Buy
65,996
+4,791
+8% +$108K 0.1% 210
2022
Q2 		$1.42M Buy
+61,205
New +$1.5M 0.11% 202

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
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
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 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 $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions's DFAE Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.1% in Q2 2026, selling an estimated $524K and leaving 419,441 shares worth $16.9M. The position accounts for 0.48% of the portfolio, ranked #44.

Dynamic Advisor Solutions first reported a position in DFAE in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.9M in Q3 2025. 149 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Dynamic Advisor Solutions held 419,441 shares of Dimensional Emerging Core Equity Market ETF worth $16.9M as of Q2 2026.
  • Dynamic Advisor Solutions sold 13,549 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $524K.
  • Dimensional Emerging Core Equity Market ETF made up 0.48% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #44 holding.
  • Dynamic Advisor Solutions first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's Dimensional Emerging Core Equity Market ETF position peaked at $16.9M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.