Gladstone Institutional Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Gladstone Institutional 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	$330K	Hold	8,198	–	–	0.01%	712
2026 Q1	$278K	Sell	8,198 -462	-5%	-$16.2K	0.01%	696
2025 Q4	$282K	Sell	8,660 -140	-2%	-$4.5K	0.01%	653
2025 Q3	$277K	Buy	8,800 +605	+7%	+$18.2K	0.01%	671
2025 Q2	$237K	Buy	+8,195	New	+$220K	0.01%	663

Other funds holding DFAE

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

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

Gladstone Institutional Advisory's DFAE Position: Q2 2026 in Review

Gladstone Institutional Advisory held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 8,198 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #712.

Gladstone Institutional Advisory first reported a position in DFAE in Q2 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Gladstone Institutional Advisory held 8,198 shares of Dimensional Emerging Core Equity Market ETF worth $330K as of Q2 2026.
Gladstone Institutional Advisory left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #712 holding.
Gladstone Institutional Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
290 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.