L.K. Benson & Company’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

L.K. Benson & Company’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	$560K	Buy	13,921 +434	+3%	+$16.8K	0.17%	74
2026 Q1	$457K	Buy	13,487 +19	+0.1%	+$664	0.15%	79
2025 Q4	$439K	Buy	13,468 +1,911	+17%	+$61.5K	0.22%	79
2025 Q3	$364K	Buy	11,557 +81	+0.7%	+$2.44K	0.2%	84
2025 Q2	$332K	Buy	11,476 +87	+0.8%	+$2.33K	0.2%	82
2025 Q1	$295K	Buy	11,389 +25	+0.2%	+$649	0.2%	82
2024 Q4	$288K	Buy	+11,364	New	+$301K	0.2%	80

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

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

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 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

L.K. Benson & Company's DFAE Position: Q2 2026 in Review

L.K. Benson & Company increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.2% in Q2 2026, buying an estimated $16.8K and bringing the position to 13,921 shares worth $560K. The position accounts for 0.17% of the portfolio, ranked #74.

L.K. Benson & Company first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

L.K. Benson & Company held 13,921 shares of Dimensional Emerging Core Equity Market ETF worth $560K as of Q2 2026.
L.K. Benson & Company bought 434 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $16.8K.
Dimensional Emerging Core Equity Market ETF made up 0.17% of L.K. Benson & Company's portfolio in Q2 2026, its #74 holding.
L.K. Benson & Company first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
255 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.