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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
Q2 		$1.16M Sell
28,842
-1,804
-6% -$69.8K 0.5% 27
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
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

Lauterbach Financial Advisors's DFAE Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.9% in Q2 2026, selling an estimated $69.8K and leaving 28,842 shares worth $1.16M. The position accounts for 0.5% of the portfolio, ranked #27.

Lauterbach Financial Advisors first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Lauterbach Financial Advisors held 28,842 shares of Dimensional Emerging Core Equity Market ETF worth $1.16M as of Q2 2026.
  • Lauterbach Financial Advisors sold 1,804 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $69.8K.
  • Dimensional Emerging Core Equity Market ETF made up 0.5% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Lauterbach Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.