JFS Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

JFS Wealth 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	$27.9M	Buy	692,698 +20,972	+3%	+$811K	1.39%	18
2026 Q1	$22.7M	Sell	671,726 -747	-0.1%	-$26.1K	1.27%	18
2025 Q4	$21.9M	Buy	672,473 +5,062	+0.8%	+$163K	1.23%	19
2025 Q3	$21M	Sell	667,411 -2,840	-0.4%	-$85.6K	1.23%	19
2025 Q2	$19.4M	Sell	670,251 -5,557	-0.8%	-$149K	1.23%	18
2025 Q1	$17.5M	Buy	675,808 +2,109	+0.3%	+$54.7K	1.18%	19
2024 Q4	$17.1M	Sell	673,699 -8,375	-1%	-$222K	1.17%	19
2024 Q3	$18.7M	Buy	682,074 +26,838	+4%	+$700K	1.25%	18
2024 Q2	$17M	Sell	655,236 -3,455	-0.5%	-$87.6K	1.34%	18
2024 Q1	$16.3M	Sell	658,691 -16,003	-2%	-$384K	1.29%	19
2023 Q4	$16.3M	Sell	674,694 -23,925	-3%	-$547K	1.38%	18
2023 Q3	$15.8M	Buy	698,619 +13,173	+2%	+$311K	1.49%	17
2023 Q2	$16.1M	Buy	685,446 +41,024	+6%	+$949K	1.45%	16
2023 Q1	$14.8M	Buy	644,422 +16,503	+3%	+$380K	1.4%	16
2022 Q4	$13.8M	Buy	627,919 +533,899	+568%	+$11.4M	1.35%	16
2022 Q3	$1.89M	Buy	94,020 +15,791	+20%	+$356K	0.21%	83
2022 Q2	$1.81M	Buy	78,229 +19,094	+32%	+$468K	0.19%	75
2022 Q1	$1.55M	Buy	59,135 +55,934	+1,747%	+$1.5M	0.15%	92
2021 Q4	$88K	Buy	+3,201	New	+$87.9K	0.01%	328

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

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

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

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

JFS Wealth Advisors's DFAE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.1% in Q2 2026, buying an estimated $811K and bringing the position to 692,698 shares worth $27.9M. The position accounts for 1.39% of the portfolio, ranked #18.

JFS Wealth Advisors first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. 342 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

JFS Wealth Advisors held 692,698 shares of Dimensional Emerging Core Equity Market ETF worth $27.9M as of Q2 2026.
JFS Wealth Advisors bought 20,972 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $811K.
Dimensional Emerging Core Equity Market ETF made up 1.39% of JFS Wealth Advisors's portfolio in Q2 2026, its #18 holding.
JFS Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
342 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.