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

Larson Financial 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 		$2.8M Sell
69,617
-27,068
-28% -$1.05M 0.07% 213
2026
Q1 		$3.27M Sell
96,685
-19,098
-16% -$668K 0.1% 168
2025
Q4 		$3.77M Sell
115,783
-11,683
-9% -$376K 0.13% 149
2025
Q3 		$4.02M Sell
127,466
-38,090
-23% -$1.15M 0.14% 134
2025
Q2 		$4.79M Sell
165,556
-36,432
-18% -$978K 0.19% 107
2025
Q1 		$5.23M Sell
201,988
-21,055
-9% -$547K 0.25% 79
2024
Q4 		$5.66M Sell
223,043
-24,182
-10% -$640K 0.29% 69
2024
Q3 		$6.78M Sell
247,225
-21,837
-8% -$569K 0.38% 53
2024
Q2 		$6.96M Sell
269,062
-13,513
-5% -$342K 0.47% 47
2024
Q1 		$6.99M Sell
282,575
-23,655
-8% -$567K 0.54% 41
2023
Q4 		$7.38M Buy
306,230
+28,453
+10% +$650K 0.65% 37
2023
Q3 		$6.27M Buy
277,777
+33,465
+14% +$789K 0.62% 38
2023
Q2 		$5.73M Buy
244,312
+43,240
+22% +$1,000K 0.57% 41
2023
Q1 		$4.63M Buy
201,072
+53,811
+37% +$1.24M 0.5% 39
2022
Q4 		$3.23M Sell
147,261
-25,991
-15% -$553K 0.39% 48
2022
Q3 		$3.48M Buy
173,252
+38,772
+29% +$875K 0.5% 37
2022
Q2 		$3.12M Buy
134,480
+68,269
+103% +$1.67M 0.54% 34
2022
Q1 		$1.74M Buy
+66,211
New +$1.78M 0.28% 52

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

Larson Financial Group's DFAE Position: Q2 2026 in Review

Larson Financial Group reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 28% in Q2 2026, selling an estimated $1.05M and leaving 69,617 shares worth $2.8M. The position accounts for 0.07% of the portfolio, ranked #213.

Larson Financial Group first reported a position in DFAE in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.38M in Q4 2023. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Larson Financial Group held 69,617 shares of Dimensional Emerging Core Equity Market ETF worth $2.8M as of Q2 2026.
  • Larson Financial Group sold 27,068 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.05M.
  • Dimensional Emerging Core Equity Market ETF made up 0.07% of Larson Financial Group's portfolio in Q2 2026, its #213 holding.
  • Larson Financial Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Larson Financial Group's Dimensional Emerging Core Equity Market ETF position peaked at $7.38M in Q4 2023.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.