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Lodestone Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Lodestone Wealth Management’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 		$3.38M Sell
83,996
-133
-0.2% -$5.14K 1.19% 22
2026
Q1 		$2.85M Buy
84,129
+127
+0.2% +$4.44K 1.13% 23
2025
Q4 		$2.74M Buy
84,002
+472
+0.6% +$15.2K 1.11% 24
2025
Q3 		$2.63M Buy
83,530
+536
+0.6% +$16.1K 1.18% 22
2025
Q2 		$2.4M Buy
82,994
+195
+0.2% +$5.23K 1.17% 26
2025
Q1 		$2.14M Sell
82,799
-2,161
-3% -$56.1K 1.14% 28
2024
Q4 		$2.16M Buy
84,960
+234
+0.3% +$6.19K 1.08% 32
2024
Q3 		$2.32M Buy
84,726
+81
+0.1% +$2.11K 1.16% 30
2024
Q2 		$2.19M Sell
84,645
-2,853
-3% -$72.3K 1.15% 30
2024
Q1 		$2.16M Buy
87,498
+102
+0.1% +$2.44K 1.13% 32
2023
Q4 		$2.11M Sell
87,396
-2,877
-3% -$65.8K 1.22% 31
2023
Q3 		$2.04M Sell
90,273
-5,439
-6% -$128K 1.43% 20
2023
Q2 		$2.25M Sell
95,712
-14,083
-13% -$326K 1.54% 18
2023
Q1 		$2.53M Sell
109,795
-1,606
-1% -$37K 1.95% 9
2022
Q4 		$2.45M Buy
+111,401
New +$2.37M 1.97% 11

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Lodestone Wealth Management's DFAE Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.16% in Q2 2026, selling an estimated $5.14K and leaving 83,996 shares worth $3.38M. The position accounts for 1.19% of the portfolio, ranked #22.

Lodestone Wealth Management first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 322 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Lodestone Wealth Management held 83,996 shares of Dimensional Emerging Core Equity Market ETF worth $3.38M as of Q2 2026.
  • Lodestone Wealth Management sold 133 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $5.14K.
  • Dimensional Emerging Core Equity Market ETF made up 1.19% of Lodestone Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Lodestone Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 322 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.