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

Quantum 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	$9.7M	Sell	241,153 -6,477	-3%	-$251K	0.96%	22
2026 Q1	$8.38M	Sell	247,630 -2,197	-0.9%	-$76.8K	0.94%	25
2025 Q4	$8.14M	Sell	249,827 -156	-0.1%	-$5.02K	0.91%	22
2025 Q3	$7.88M	Sell	249,983 -6,014	-2%	-$181K	0.96%	21
2025 Q2	$7.41M	Sell	255,997 -1,532	-0.6%	-$41.1K	1%	20
2025 Q1	$6.67M	Buy	257,529 +2,781	+1%	+$72.2K	0.99%	20
2024 Q4	$6.46M	Buy	254,748 +106,941	+72%	+$2.83M	0.99%	21
2024 Q3	$4.05M	Sell	147,807 -6,525	-4%	-$170K	0.63%	26
2024 Q2	$3.99M	Sell	154,332 -3,510	-2%	-$89K	0.7%	26
2024 Q1	$3.9M	Sell	157,842 -14,280	-8%	-$342K	0.72%	26
2023 Q4	$4.15M	Sell	172,122 -7,022	-4%	-$161K	1.01%	19
2023 Q3	$4.04M	Sell	179,144 -2,012	-1%	-$47.4K	1.19%	17
2023 Q2	$4.25M	Sell	181,156 -12,185	-6%	-$282K	1.25%	17
2023 Q1	$4.45M	Sell	193,341 -3,817	-2%	-$88K	1.4%	16
2022 Q4	$4.33M	Buy	197,158 +108,076	+121%	+$2.3M	1.95%	13
2022 Q3	$1.79M	Buy	89,082 +25,455	+40%	+$574K	0.79%	17
2022 Q2	$1.49M	Buy	+63,627	New	+$1.56M	0.56%	17

Other funds holding DFAE

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quantum Financial Advisors's DFAE Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.6% in Q2 2026, selling an estimated $251K and leaving 241,153 shares worth $9.7M. The position accounts for 0.96% of the portfolio, ranked #22.

Quantum Financial Advisors first reported a position in DFAE in Q2 2022 and has held it in 17 quarters since. 149 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Quantum Financial Advisors held 241,153 shares of Dimensional Emerging Core Equity Market ETF worth $9.7M as of Q2 2026.
Quantum Financial Advisors sold 6,477 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $251K.
Dimensional Emerging Core Equity Market ETF made up 0.96% of Quantum Financial Advisors's portfolio in Q2 2026, its #22 holding.
Quantum Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
149 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.