Dynamic Advisor Solutions
DFAE icon

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
Q3 		$16.8M Buy
426,240
+6,799
+2% +$265K 0.48% 45
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Dynamic Advisor Solutions's DFAE Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.6% in Q3 2026, buying an estimated $265K and bringing the position to 426,240 shares worth $16.8M. The position accounts for 0.48% of the portfolio, ranked #45.

Dynamic Advisor Solutions first reported a position in DFAE in Q2 2022 and has held it in 18 quarters since. The position peaked at $16.9M in Q3 2025. 162 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Dynamic Advisor Solutions held 426,240 shares of Dimensional Emerging Core Equity Market ETF worth $16.8M as of Q3 2026.
  • Dynamic Advisor Solutions bought 6,799 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $265K.
  • Dimensional Emerging Core Equity Market ETF made up 0.48% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #45 holding.
  • Dynamic Advisor Solutions first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's Dimensional Emerging Core Equity Market ETF position peaked at $16.9M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.