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Lauer Wealth’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Lauer Wealth’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 		$2.45M Buy
63,193
+82
+0.1% +$3.17K 1.47% 16
2026
Q1 		$2.27M Sell
63,111
-3,513
-5% -$123K 1.81% 12
2025
Q4 		$2.25M Sell
66,624
-2,216
-3% -$71.3K 1.67% 13
2025
Q3 		$2.19M Buy
68,840
+46
+0.1% +$1.39K 1.57% 12
2025
Q2 		$2.04M Sell
68,794
-662
-1% -$17.8K 1.69% 13
2025
Q1 		$1.8M Buy
69,456
+3,387
+5% +$87.9K 1.39% 13
2024
Q4 		$1.68M Sell
66,069
-341
-0.5% -$9.02K 1.12% 14
2024
Q3 		$1.78M Buy
66,410
+5,718
+9% +$149K 1.38% 13
2024
Q2 		$1.63M Sell
60,692
-6,393
-10% -$162K 1.28% 12
2024
Q1 		$1.68M Buy
67,085
+1,891
+3% +$45.3K 1.46% 14
2023
Q4 		$1.5M Buy
65,194
+4,818
+8% +$110K 1.39% 14
2023
Q3 		$1.36M Buy
60,376
+521
+0.9% +$12.3K 1.47% 15
2023
Q2 		$1.45M Buy
59,855
+10,175
+20% +$235K 1.5% 14
2023
Q1 		$1.14M Buy
+49,680
New +$1.14M 1.42% 16

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
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

Lauer Wealth's DFAE Position: Q2 2026 in Review

Lauer Wealth increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.13% in Q2 2026, buying an estimated $3.17K and bringing the position to 63,193 shares worth $2.45M. The position accounts for 1.47% of the portfolio, ranked #16.

Lauer Wealth first reported a position in DFAE in Q1 2023 and has held it in 14 quarters since. 255 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Lauer Wealth held 63,193 shares of Dimensional Emerging Core Equity Market ETF worth $2.45M as of Q2 2026.
  • Lauer Wealth bought 82 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $3.17K.
  • Dimensional Emerging Core Equity Market ETF made up 1.47% of Lauer Wealth's portfolio in Q2 2026, its #16 holding.
  • Lauer Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 255 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.