FFWA
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Forthright Family Wealth Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Forthright Family Wealth Advisory’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 		$241K Buy
+5,984
New +$231K 0.14% 51

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FG
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
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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

Forthright Family Wealth Advisory's DFAE Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 5,984 shares worth $241K. The stake represents 0.14% of the portfolio and ranks #51 among its holdings.

376 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Forthright Family Wealth Advisory held 5,984 shares of Dimensional Emerging Core Equity Market ETF worth $241K as of Q2 2026.
  • Dimensional Emerging Core Equity Market ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.14% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #51 holding.
  • 376 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.