Financial Synergies Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Financial Synergies Wealth 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	$374K	Buy	9,306 +23	+0.2%	+$890	0.03%	97
2026 Q1	$314K	Buy	9,283 +435	+5%	+$15.2K	0.03%	96
2025 Q4	$288K	Buy	+8,848	New	+$285K	0.03%	91
2024 Q2	–	Sell	-3,762	Closed	-$93K	–	159
2024 Q1	$93K	Buy	3,762 +3,688	+4,984%	+$88.4K	0.01%	101
2023 Q4	$1.63K	Sell	74 -10	-12%	-$229	﹤0.01%	267
2023 Q3	$1.9K	Buy	84 +9	+12%	+$212	﹤0.01%	305
2023 Q2	$1.76K	Buy	75 +1	+1%	+$23	﹤0.01%	304
2023 Q1	$1.71K	Hold	74	–	–	﹤0.01%	312
2022 Q4	$1.63K	Buy	74 +37	+100%	+$787	﹤0.01%	267
2022 Q3	$741	Sell	37 -3,644	-99%	-$82.2K	﹤0.01%	335
2022 Q2	$85.3K	Buy	+3,681	New	+$90.1K	0.01%	91

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 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

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Financial Synergies Wealth Advisors's DFAE Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.25% in Q2 2026, buying an estimated $890 and bringing the position to 9,306 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #97.

Financial Synergies Wealth Advisors first reported a position in DFAE in Q2 2022 and has held it in 11 quarters since. 337 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Financial Synergies Wealth Advisors held 9,306 shares of Dimensional Emerging Core Equity Market ETF worth $374K as of Q2 2026.
Financial Synergies Wealth Advisors bought 23 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $890.
Dimensional Emerging Core Equity Market ETF made up 0.03% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Financial Synergies Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 11 quarters since.
337 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.