HFG Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

HFG Wealth Management’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	$1.59M	Sell	39,581 -12,014	-23%	-$465K	1.6%	19
2026 Q1	$1.75M	Sell	51,595 -251	-0.5%	-$8.78K	0.96%	26
2025 Q4	$1.69M	Sell	51,846 -1,606	-3%	-$51.7K	0.93%	24
2025 Q3	$1.69M	Sell	53,452 -605	-1%	-$18.2K	0.92%	26
2025 Q2	$1.4M	Buy	54,057 +4,417	+9%	+$119K	0.85%	26
2025 Q1	$1.26M	Sell	49,640 -9,747	-16%	-$253K	0.76%	27
2024 Q4	$1.63M	Sell	59,387 -4,271	-7%	-$113K	1.06%	23
2024 Q3	$1.65M	Hold	63,658	–	–	1.05%	23
2024 Q2	$1.65M	Sell	63,658 -54,648	-46%	-$1.39M	1.05%	23
2024 Q1	$2.92M	Buy	118,306 +4,954	+4%	+$119K	1.72%	16
2023 Q4	$2.73M	Buy	+113,352	New	+$2.59M	0.67%	29
2023 Q1	$3.49M	Buy	+151,732	New	+$3.5M	0.72%	25

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HFG Wealth Management's DFAE Position: Q2 2026 in Review

HFG Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 23% in Q2 2026, selling an estimated $465K and leaving 39,581 shares worth $1.59M. The position accounts for 1.6% of the portfolio, ranked #19.

HFG Wealth Management first reported a position in DFAE in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.49M in Q1 2023. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

HFG Wealth Management held 39,581 shares of Dimensional Emerging Core Equity Market ETF worth $1.59M as of Q2 2026.
HFG Wealth Management sold 12,014 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $465K.
Dimensional Emerging Core Equity Market ETF made up 1.6% of HFG Wealth Management's portfolio in Q2 2026, its #19 holding.
HFG Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 12 quarters since.
HFG Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $3.49M in Q1 2023.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.