LAM Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

LAM Group’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	$1.26M	Sell	31,385 -105	-0.3%	-$4.06K	0.63%	41
2026 Q1	$1.07M	Sell	31,490 -10	-0%	-$350	0.59%	44
2025 Q4	$1.03M	Sell	31,500 -2,550	-7%	-$82.1K	0.59%	43
2025 Q3	$1.07M	Sell	34,050 -1,355	-4%	-$40.8K	0.67%	35
2025 Q2	$1.02M	Hold	35,405	–	–	0.69%	36
2025 Q1	$917K	Buy	35,405 +250	+0.7%	+$6.49K	0.67%	39
2024 Q4	$892K	Buy	35,155 +7,105	+25%	+$188K	0.64%	40
2024 Q3	$769K	Sell	28,050 -40	-0.1%	-$1.04K	0.54%	47
2024 Q2	$727K	Sell	28,090 -10	-0%	-$253	0.61%	42
2024 Q1	$695K	Buy	28,100 +5	+0%	+$120	0.57%	42
2023 Q4	$677K	Buy	28,095 +350	+1%	+$8K	0.62%	38
2023 Q3	$626K	Buy	27,745 +2,320	+9%	+$54.7K	0.62%	36
2023 Q2	$596K	Buy	25,425 +875	+4%	+$20.2K	0.56%	39
2023 Q1	$565K	Buy	24,550 +5,965	+32%	+$137K	0.55%	40
2022 Q4	$408K	Buy	+18,585	New	+$395K	0.42%	45

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

LAM Group's DFAE Position: Q2 2026 in Review

LAM Group reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.33% in Q2 2026, selling an estimated $4.06K and leaving 31,385 shares worth $1.26M. The position accounts for 0.63% of the portfolio, ranked #41.

LAM Group first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 360 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

LAM Group held 31,385 shares of Dimensional Emerging Core Equity Market ETF worth $1.26M as of Q2 2026.
LAM Group sold 105 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $4.06K.
Dimensional Emerging Core Equity Market ETF made up 0.63% of LAM Group's portfolio in Q2 2026, its #41 holding.
LAM Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
360 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.