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
Q3 		$47.4M Buy
1,206,238
+62,438
+5% +$2.44M 0.01% 1071
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Washington Trust Bank
Washington Trust Bank Spokane, Washington $1.44B AUM 19.8% 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

LPL Financial's DFAE Position: Q3 2026 in Review

LPL Financial increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.5% in Q3 2026, buying an estimated $2.44M and bringing the position to 1,206,238 shares worth $47.4M. The position accounts for 0.01% of the portfolio, ranked #1071.

LPL Financial first reported a position in DFAE in Q3 2022 and has held it in 17 quarters since. 469 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • LPL Financial held 1,206,238 shares of Dimensional Emerging Core Equity Market ETF worth $47.4M as of Q3 2026.
  • LPL Financial bought 62,438 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $2.44M.
  • Dimensional Emerging Core Equity Market ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1071 holding.
  • LPL Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and has held it in 17 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.