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Retirement Wealth Solutions’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Retirement Wealth Solutions’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 		$67.1K Hold
1,669
– – 0.04% 93
2026
Q1 		$56.5K Hold
1,669
– – 0.04% 89
2025
Q4 		$54.4K Hold
1,669
– – 0.03% 96
2025
Q3 		$52.6K Buy
+1,669
New +$50.3K 0.03% 96

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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 $59.8B AUM 29.42% 1-Year Est. Return

Retirement Wealth Solutions's DFAE Position: Q2 2026 in Review

Retirement Wealth Solutions held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 1,669 shares worth $67.1K. The position accounts for 0.04% of the portfolio, ranked #93.

Retirement Wealth Solutions first reported a position in DFAE in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Retirement Wealth Solutions held 1,669 shares of Dimensional Emerging Core Equity Market ETF worth $67.1K as of Q2 2026.
  • Retirement Wealth Solutions left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.04% of Retirement Wealth Solutions's portfolio in Q2 2026, its #93 holding.
  • Retirement Wealth Solutions first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.