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L.J. Altfest & Co’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

L.J. Altfest & Co’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 		$474K Buy
11,779
+2,650
+29% +$103K 0.05% 222
2026
Q1 		$309K Buy
9,129
+2,430
+36% +$85K 0.03% 266
2025
Q4 		$218K Buy
+6,699
New +$216K 0.02% 315

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

L.J. Altfest & Co's DFAE Position: Q2 2026 in Review

L.J. Altfest & Co increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 29% in Q2 2026, buying an estimated $103K and bringing the position to 11,779 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #222.

L.J. Altfest & Co first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • L.J. Altfest & Co held 11,779 shares of Dimensional Emerging Core Equity Market ETF worth $474K as of Q2 2026.
  • L.J. Altfest & Co bought 2,650 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $103K.
  • Dimensional Emerging Core Equity Market ETF made up 0.05% of L.J. Altfest & Co's portfolio in Q2 2026, its #222 holding.
  • L.J. Altfest & Co first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.