Lauterbach Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Lauterbach Financial Advisors’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 Q1	$1.04M	Sell	30,646 -995	-3%	-$34.8K	0.51%	26
2025 Q4	$1.03M	Sell	31,641 -386	-1%	-$12.4K	0.5%	28
2025 Q3	$1.01M	Buy	32,027 +2,270	+8%	+$68.4K	0.51%	28
2025 Q2	$861K	Buy	29,757 +3,685	+14%	+$98.9K	0.47%	29
2025 Q1	$675K	Sell	26,072 -1,800	-6%	-$46.7K	0.42%	31
2024 Q4	$707K	Buy	27,872 +166	+0.6%	+$4.39K	0.43%	31
2024 Q3	$759K	Buy	27,706 +3,361	+14%	+$87.6K	0.46%	28
2024 Q2	$615K	Buy	24,345 +1,417	+6%	+$35.9K	0.41%	31
2024 Q1	$567K	Buy	22,928 +3,334	+17%	+$79.9K	0.37%	34
2023 Q4	$472K	Buy	19,594 +6,771	+53%	+$155K	0.33%	35
2023 Q3	$289K	Buy	12,823 +128	+1%	+$3.02K	0.23%	44
2023 Q2	$298K	Sell	12,695 -167	-1%	-$3.86K	0.23%	43
2023 Q1	$296K	Hold	12,862	–	–	0.24%	43
2022 Q4	$282K	Buy	12,862 +541	+4%	+$11.5K	0.25%	41
2022 Q3	$248K	Hold	12,321	–	–	0.25%	43
2022 Q2	$285K	Buy	12,321 +796	+7%	+$19.5K	0.27%	39
2022 Q1	$302K	Sell	11,525 -176	-2%	-$4.72K	0.27%	32
2021 Q4	$320K	Buy	+11,701	New	+$321K	0.28%	32

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Lauterbach Financial Advisors's DFAE Position: Q1 2026 in Review

Lauterbach Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.1% in Q1 2026, selling an estimated $34.8K and leaving 30,646 shares worth $1.04M. The position accounts for 0.51% of the portfolio, ranked #26.

Lauterbach Financial Advisors first reported a position in DFAE in Q4 2021 and has held it in 18 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Lauterbach Financial Advisors held 30,646 shares of Dimensional Emerging Core Equity Market ETF worth $1.04M as of Q1 2026.
Lauterbach Financial Advisors sold 995 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $34.8K.
Dimensional Emerging Core Equity Market ETF made up 0.51% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #26 holding.
Lauterbach Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.