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 Q3	$1.12M	Sell	28,380 -3,005	-10%	-$117K	0.56%	46
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

LAM Group's DFAE Position: Q3 2026 in Review

LAM Group reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 9.6% in Q3 2026, selling an estimated $117K and leaving 28,380 shares worth $1.12M. The position accounts for 0.56% of the portfolio, ranked #46.

LAM Group first reported a position in DFAE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q2 2026. 337 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

LAM Group held 28,380 shares of Dimensional Emerging Core Equity Market ETF worth $1.12M as of Q3 2026.
LAM Group sold 3,005 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $117K.
Dimensional Emerging Core Equity Market ETF made up 0.56% of LAM Group's portfolio in Q3 2026, its #46 holding.
LAM Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 16 quarters since.
LAM Group's Dimensional Emerging Core Equity Market ETF position peaked at $1.26M in Q2 2026.
337 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.