Lauer Wealth
DFAE icon

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
Q3 		$2.42M Sell
62,006
-1,187
-2% -$46.3K 1.51% 15
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Lauer Wealth's DFAE Position: Q3 2026 in Review

Lauer Wealth reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.9% in Q3 2026, selling an estimated $46.3K and leaving 62,006 shares worth $2.42M. The position accounts for 1.51% of the portfolio, ranked #15.

Lauer Wealth first reported a position in DFAE in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.45M in Q2 2026. 244 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Lauer Wealth held 62,006 shares of Dimensional Emerging Core Equity Market ETF worth $2.42M as of Q3 2026.
  • Lauer Wealth sold 1,187 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $46.3K.
  • Dimensional Emerging Core Equity Market ETF made up 1.51% of Lauer Wealth's portfolio in Q3 2026, its #15 holding.
  • Lauer Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 15 quarters since.
  • Lauer Wealth's Dimensional Emerging Core Equity Market ETF position peaked at $2.45M in Q2 2026.
  • 244 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.