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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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. 212 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.
212 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.