Lodestone Wealth Management
DFAE icon

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
Q3 		$3.31M Buy
84,077
+81
+0.1% +$3.16K 1.11% 23
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Lodestone Wealth Management's DFAE Position: Q3 2026 in Review

Lodestone Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.1% in Q3 2026, buying an estimated $3.16K and bringing the position to 84,077 shares worth $3.31M. The position accounts for 1.11% of the portfolio, ranked #23.

Lodestone Wealth Management first reported a position in DFAE in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.38M in Q2 2026. 304 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Lodestone Wealth Management held 84,077 shares of Dimensional Emerging Core Equity Market ETF worth $3.31M as of Q3 2026.
  • Lodestone Wealth Management bought 81 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $3.16K.
  • Dimensional Emerging Core Equity Market ETF made up 1.11% of Lodestone Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Lodestone Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $3.38M in Q2 2026.
  • 304 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.