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

Pettinga Financial 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 		$5.87M Sell
145,982
-1,618
-1% -$62.6K 0.94% 26
2026
Q1 		$5M Buy
147,600
+111
+0.1% +$3.88K 0.94% 28
2025
Q4 		$4.8M Sell
147,489
-1,852
-1% -$59.6K 0.91% 29
2025
Q3 		$4.71M Buy
149,341
+5,226
+4% +$157K 0.92% 29
2025
Q2 		$4.17M Buy
144,115
+798
+0.6% +$21.4K 0.91% 28
2025
Q1 		$3.71M Sell
143,317
-11,961
-8% -$310K 0.87% 30
2024
Q4 		$3.94M Sell
155,278
-2,470
-2% -$65.4K 0.89% 27
2024
Q3 		$4.32M Buy
157,748
+2,167
+1% +$56.5K 1.02% 26
2024
Q2 		$4.02M Buy
155,581
+44,255
+40% +$1.12M 1.01% 26
2024
Q1 		$2.75M Buy
111,326
+94,112
+547% +$2.26M 0.7% 35
2023
Q4 		$415K Sell
17,214
-5,274
-23% -$121K 0.11% 84
2023
Q3 		$508K Buy
22,488
+11,527
+105% +$272K 0.15% 59
2023
Q2 		$257K Buy
10,961
+561
+5% +$13K 0.08% 90
2023
Q1 		$239K Sell
10,400
-18,190
-64% -$419K 0.07% 88
2022
Q4 		$628K Buy
+28,590
New +$608K 0.2% 62

Other funds holding DFAE

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return