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

Lifeworks 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 		$823K Sell
20,471
-989
-5% -$38.3K 0.09% 151
2026
Q1 		$727K Sell
21,460
-1,162
-5% -$40.6K 0.09% 155
2025
Q4 		$737K Buy
22,622
+1,473
+7% +$47.4K 0.1% 167
2025
Q3 		$667K Buy
21,149
+285
+1% +$8.59K 0.09% 174
2025
Q2 		$604K Buy
20,864
+2,781
+15% +$74.6K 0.09% 170
2025
Q1 		$468K Buy
18,083
+4,161
+30% +$108K 0.08% 185
2024
Q4 		$353K Buy
13,922
+383
+3% +$10.1K 0.06% 207
2024
Q3 		$371K Sell
13,539
-2,079
-13% -$54.2K 0.07% 201
2024
Q2 		$404K Buy
15,618
+4,995
+47% +$127K 0.11% 148
2024
Q1 		$263K Buy
+10,623
New +$255K 0.07% 199

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

Lifeworks Advisors's DFAE Position: Q2 2026 in Review

Lifeworks Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.6% in Q2 2026, selling an estimated $38.3K and leaving 20,471 shares worth $823K. The position accounts for 0.09% of the portfolio, ranked #151.

Lifeworks Advisors first reported a position in DFAE in Q1 2024 and has held it in 10 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Lifeworks Advisors held 20,471 shares of Dimensional Emerging Core Equity Market ETF worth $823K as of Q2 2026.
  • Lifeworks Advisors sold 989 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $38.3K.
  • Dimensional Emerging Core Equity Market ETF made up 0.09% of Lifeworks Advisors's portfolio in Q2 2026, its #151 holding.
  • Lifeworks Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.