Heck Capital Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Heck Capital 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	$774K	Buy	+19,245	New	+$744K	0.05%	128
2025 Q2	–	Sell	-807	Closed	-$20.9K	–	192
2025 Q1	$20.9K	Hold	807	–	–	﹤0.01%	194
2024 Q4	$20.5K	Hold	807	–	–	﹤0.01%	195
2024 Q3	$22.1K	Hold	807	–	–	﹤0.01%	178
2024 Q2	$20.9K	Hold	807	–	–	﹤0.01%	175
2024 Q1	$19.9K	Hold	807	–	–	﹤0.01%	174
2023 Q4	$19.5K	Hold	807	–	–	﹤0.01%	168
2023 Q3	$18.2K	Hold	807	–	–	﹤0.01%	166
2023 Q2	$18.9K	Hold	807	–	–	﹤0.01%	148
2023 Q1	$18.6K	Buy	+807	New	+$18.6K	﹤0.01%	136

Other funds holding DFAE

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return