Highland Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Highland Financial 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	$1.34M	Buy	33,256 +4,699	+16%	+$182K	0.29%	32
2026 Q1	$967K	Buy	28,557 +2,637	+10%	+$92.2K	0.26%	34
2025 Q4	$844K	Buy	25,920 +648	+3%	+$20.9K	0.23%	33
2025 Q3	$797K	Sell	25,272 -237	-0.9%	-$7.14K	0.23%	33
2025 Q2	$738K	Buy	25,509 +35	+0.1%	+$939	0.24%	34
2025 Q1	$660K	Buy	25,474 +460	+2%	+$11.9K	0.24%	32
2024 Q4	$635K	Hold	25,014	–	–	0.22%	30
2024 Q3	$686K	Sell	25,014 -622	-2%	-$16.2K	0.24%	28
2024 Q2	$663K	Buy	25,636 +2,493	+11%	+$63.2K	0.25%	30
2024 Q1	$572K	Sell	23,143 -9,839	-30%	-$236K	0.23%	32
2023 Q4	$795K	Sell	32,982 -1,092	-3%	-$25K	0.35%	29
2023 Q3	$769K	Sell	34,074 -24	-0.1%	-$566	0.4%	28
2023 Q2	$800K	Sell	34,098 -1,507	-4%	-$34.9K	0.41%	28
2023 Q1	$820K	Buy	35,605 +2,313	+7%	+$53.3K	0.45%	29
2022 Q4	$731K	Buy	33,292 +12,671	+61%	+$270K	0.43%	28
2022 Q3	$414K	Sell	20,621 -22,760	-52%	-$514K	0.29%	38
2022 Q2	$1M	Buy	+43,381	New	+$1.06M	0.69%	22

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

Highland Financial Advisors's DFAE Position: Q2 2026 in Review

Highland Financial Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 16% in Q2 2026, buying an estimated $182K and bringing the position to 33,256 shares worth $1.34M. The position accounts for 0.29% of the portfolio, ranked #32.

Highland Financial Advisors first reported a position in DFAE in Q2 2022 and has held it in 17 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Highland Financial Advisors held 33,256 shares of Dimensional Emerging Core Equity Market ETF worth $1.34M as of Q2 2026.
Highland Financial Advisors bought 4,699 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $182K.
Dimensional Emerging Core Equity Market ETF made up 0.29% of Highland Financial Advisors's portfolio in Q2 2026, its #32 holding.
Highland Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.