LPL Financial
DFAE icon

LPL Financial’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

LPL Financial’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 		$46M Sell
1,143,800
-10,199
-0.9% -$395K 0.01% 1047
2026
Q1 		$39.1M Buy
1,153,999
+15,329
+1% +$536K 0.01% 1044
2025
Q4 		$37.1M Buy
1,138,670
+27,665
+2% +$890K 0.01% 1027
2025
Q3 		$35M Buy
1,111,005
+59,825
+6% +$1.8M 0.01% 1014
2025
Q2 		$30.4M Buy
1,051,180
+231,217
+28% +$6.21M 0.01% 1019
2025
Q1 		$21.2M Buy
819,963
+448,714
+121% +$11.6M 0.01% 1114
2024
Q4 		$9.42M Buy
371,249
+60,937
+20% +$1.61M ﹤0.01% 1593
2024
Q3 		$8.51M Buy
310,312
+31,078
+11% +$810K ﹤0.01% 1592
2024
Q2 		$7.22M Buy
279,234
+19,238
+7% +$488K ﹤0.01% 1583
2024
Q1 		$6.43M Sell
259,996
-25,337
-9% -$607K ﹤0.01% 1606
2023
Q4 		$6.88M Buy
285,333
+75,960
+36% +$1.74M ﹤0.01% 1481
2023
Q3 		$4.73M Buy
209,373
+15,846
+8% +$374K ﹤0.01% 1632
2023
Q2 		$4.54M Buy
193,527
+63,950
+49% +$1.48M ﹤0.01% 1616
2023
Q1 		$2.98M Buy
129,577
+26,987
+26% +$622K ﹤0.01% 1843
2022
Q4 		$2.25M Buy
102,590
+78,762
+331% +$1.68M ﹤0.01% 1984
2022
Q3 		$479K Buy
+23,828
New +$538K ﹤0.01% 3198

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

LPL Financial's DFAE Position: Q2 2026 in Review

LPL Financial reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.88% in Q2 2026, selling an estimated $395K and leaving 1,143,800 shares worth $46M. The position accounts for 0.01% of the portfolio, ranked #1047.

LPL Financial first reported a position in DFAE in Q3 2022 and has held it in 16 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • LPL Financial held 1,143,800 shares of Dimensional Emerging Core Equity Market ETF worth $46M as of Q2 2026.
  • LPL Financial sold 10,199 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $395K.
  • Dimensional Emerging Core Equity Market ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1047 holding.
  • LPL Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.