Oak Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Oak Wealth Advisors’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	$2.62M	Sell	65,125 -454	-0.7%	-$17.6K	1.26%	14
2026 Q1	$2.22M	Hold	65,579	–	–	1.22%	14
2025 Q4	$2.14M	Sell	65,579 -3,694	-5%	-$119K	1.23%	14
2025 Q3	$2.18M	Sell	69,273 -68	-0.1%	-$2.05K	1.27%	13
2025 Q2	$2.01M	Buy	69,341 +22,755	+49%	+$611K	1.29%	13
2025 Q1	$1.21M	Buy	46,586 +1,227	+3%	+$31.8K	0.89%	15
2024 Q4	$1.15M	Buy	+45,359	New	+$1.2M	0.89%	15

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Oak Wealth Advisors's DFAE Position: Q2 2026 in Review

Oak Wealth Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.69% in Q2 2026, selling an estimated $17.6K and leaving 65,125 shares worth $2.62M. The position accounts for 1.26% of the portfolio, ranked #14.

Oak Wealth Advisors first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Oak Wealth Advisors held 65,125 shares of Dimensional Emerging Core Equity Market ETF worth $2.62M as of Q2 2026.
Oak Wealth Advisors sold 454 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $17.6K.
Dimensional Emerging Core Equity Market ETF made up 1.26% of Oak Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Oak Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
337 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.