EIA
DFAE icon

Eastover Investment Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Eastover Investment Advisors’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 		$609K Sell
15,150
-2,420
-14% -$93.6K 0.24% 32
2026
Q1 		$595K Hold
17,570
– – 0.25% 32
2025
Q4 		$572K Sell
17,570
-1,900
-10% -$61.1K 0.25% 31
2025
Q3 		$614K Hold
19,470
– – 0.27% 31
2025
Q2 		$564K Hold
19,470
– – 0.25% 30
2025
Q1 		$504K Buy
19,470
+375
+2% +$9.73K 0.24% 34
2024
Q4 		$484K Hold
19,095
– – 0.23% 35
2024
Q3 		$523K Buy
19,095
+2,350
+14% +$61.3K 0.25% 35
2024
Q2 		$435K Hold
16,745
– – 0.21% 37
2024
Q1 		$414K Hold
16,745
– – 0.2% 37
2023
Q4 		$404K Buy
+16,745
New +$383K 0.21% 38

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

Eastover Investment Advisors's DFAE Position: Q2 2026 in Review

Eastover Investment Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 14% in Q2 2026, selling an estimated $93.6K and leaving 15,150 shares worth $609K. The position accounts for 0.24% of the portfolio, ranked #32.

Eastover Investment Advisors first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. The position peaked at $614K in Q3 2025. 255 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Eastover Investment Advisors held 15,150 shares of Dimensional Emerging Core Equity Market ETF worth $609K as of Q2 2026.
  • Eastover Investment Advisors sold 2,420 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $93.6K.
  • Dimensional Emerging Core Equity Market ETF made up 0.24% of Eastover Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Eastover Investment Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Eastover Investment Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $614K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Eastover Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.