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Foundation Wealth Management (Pennsylvania)’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$475K Buy
11,816
+48
+0.4% +$1.86K 0.14% 64
2026
Q1 		$398K Buy
11,768
+15
+0.1% +$524 0.14% 61
2025
Q4 		$383K Buy
11,753
+2,722
+30% +$87.6K 0.14% 62
2025
Q3 		$285K Buy
9,031
+161
+2% +$4.85K 0.11% 72
2025
Q2 		$257K Buy
8,870
+334
+4% +$8.96K 0.11% 81
2025
Q1 		$221K Buy
8,536
+83
+1% +$2.15K 0.11% 83
2024
Q4 		$214K Buy
+8,453
New +$224K 0.1% 84

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s DFAE Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.41% in Q2 2026, buying an estimated $1.86K and bringing the position to 11,816 shares worth $475K. The position accounts for 0.14% of the portfolio, ranked #64.

Foundation Wealth Management (Pennsylvania) first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 410 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 11,816 shares of Dimensional Emerging Core Equity Market ETF worth $475K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 48 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.86K.
  • Dimensional Emerging Core Equity Market ETF made up 0.14% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #64 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 410 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.