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

Heritage Wealth Management (California)’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 		$2.77M Sell
68,819
-517
-0.7% -$20K 1.05% 25
2026
Q1 		$2.35M Buy
69,336
+152
+0.2% +$5.31K 1.3% 23
2025
Q4 		$2.25M Buy
69,184
+278
+0.4% +$8.95K 1.43% 23
2025
Q3 		$2.17M Sell
68,906
-7,161
-9% -$216K 1.46% 21
2025
Q2 		$2.2M Buy
76,067
+2,096
+3% +$56.3K 1.47% 18
2025
Q1 		$1.92M Sell
73,971
-2,063
-3% -$53.5K 1.44% 16
2024
Q4 		$1.93M Sell
76,034
-24,633
-24% -$652K 1.39% 19
2024
Q3 		$2.76M Buy
100,667
+325
+0.3% +$8.47K 1.96% 12
2024
Q2 		$2.6M Buy
100,342
+3,818
+4% +$96.8K 1.9% 12
2024
Q1 		$2.39M Sell
96,524
-2,635
-3% -$63.2K 1.8% 12
2023
Q4 		$2.39M Buy
+99,159
New +$2.27M 1.91% 12

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

Heritage Wealth Management (California)'s DFAE Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.75% in Q2 2026, selling an estimated $20K and leaving 68,819 shares worth $2.77M. The position accounts for 1.05% of the portfolio, ranked #25.

Heritage Wealth Management (California) first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. 376 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Heritage Wealth Management (California) held 68,819 shares of Dimensional Emerging Core Equity Market ETF worth $2.77M as of Q2 2026.
  • Heritage Wealth Management (California) sold 517 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $20K.
  • Dimensional Emerging Core Equity Market ETF made up 1.05% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #25 holding.
  • Heritage Wealth Management (California) first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 376 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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