LAS
DFAE icon

Lloyd Advisory Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Lloyd Advisory Services’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 		– Sell
-150
Closed -$5.08K – 715
2026
Q1 		$5.08K Buy
+150
New +$5.24K ﹤0.01% 557

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
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

Lloyd Advisory Services's DFAE Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026, closing a stake of 150 shares — an estimated $5.08K sold.

Lloyd Advisory Services first reported a position in DFAE in Q1 2026 and held it in 1 quarter. The position peaked at $5.08K in Q1 2026. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 150 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $5.08K.
  • Lloyd Advisory Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Dimensional Emerging Core Equity Market ETF position peaked at $5.08K in Q1 2026.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.