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

Ledgewood Wealth 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	$5.93M	Buy	147,505 +9,507	+7%	+$368K	3.15%	12
2026 Q1	$4.67M	Sell	137,998 -205	-0.1%	-$7.17K	2.63%	13
2025 Q4	$4.5M	Sell	138,203 -7,568	-5%	-$244K	2.59%	13
2025 Q3	$4.6M	Sell	145,771 -7,312	-5%	-$220K	2.72%	12
2025 Q2	$4.43M	Sell	153,083 -5,414	-3%	-$145K	2.79%	12
2025 Q1	$4.1M	Sell	158,497 -14,387	-8%	-$373K	2.65%	13
2024 Q4	$4.39M	Buy	172,884 +7,572	+5%	+$200K	2.83%	13
2024 Q3	$4.53M	Buy	165,312 +16,805	+11%	+$438K	3.05%	13
2024 Q2	$3.84M	Buy	148,507 +13,683	+10%	+$347K	3.31%	12
2024 Q1	$3.33M	Buy	134,824 +1,851	+1%	+$44.4K	3.1%	13
2023 Q4	$3.21M	Buy	+132,973	New	+$3.04M	2.96%	14

Other funds holding DFAE

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ledgewood Wealth Advisors's DFAE Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 6.9% in Q2 2026, buying an estimated $368K and bringing the position to 147,505 shares worth $5.93M. The position accounts for 3.15% of the portfolio, ranked #12.

Ledgewood Wealth Advisors first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. 149 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Ledgewood Wealth Advisors held 147,505 shares of Dimensional Emerging Core Equity Market ETF worth $5.93M as of Q2 2026.
Ledgewood Wealth Advisors bought 9,507 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $368K.
Dimensional Emerging Core Equity Market ETF made up 3.15% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Ledgewood Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
149 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.