RVW Wealth
DFAE icon

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

RVW Wealth’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 		$32.2M Sell
819,234
-73,071
-8% -$2.85M 2.07% 12
2026
Q2 		$35.9M Buy
892,305
+33,740
+4% +$1.31M 2.36% 12
2026
Q1 		$29.1M Sell
858,565
-26,641
-3% -$931K 2.26% 13
2025
Q4 		$28.8M Sell
885,206
-19,970
-2% -$643K 2.2% 12
2025
Q3 		$28.5M Buy
905,176
+3,752
+0.4% +$113K 2.23% 12
2025
Q2 		$26.1M Sell
901,424
-9,705
-1% -$260K 2.22% 11
2025
Q1 		$23.6M Sell
911,129
-134,895
-13% -$3.5M 2.22% 14
2024
Q4 		$26.5M Buy
1,046,024
+9,010
+0.9% +$238K 2.48% 12
2024
Q3 		$28.4M Buy
1,037,014
+20,211
+2% +$527K 2.64% 10
2024
Q2 		$26.3M Buy
1,016,803
+60,354
+6% +$1.53M 2.63% 12
2024
Q1 		$23.6M Buy
956,449
+51,233
+6% +$1.23M 2.43% 13
2023
Q4 		$21.8M Buy
905,216
+48,654
+6% +$1.11M 2.4% 12
2023
Q3 		$19.3M Buy
856,562
+27,614
+3% +$651K 2.33% 12
2023
Q2 		$19.4M Buy
828,948
+106,994
+15% +$2.47M 2.3% 13
2023
Q1 		$16.6M Buy
721,954
+18,247
+3% +$420K 2.06% 22
2022
Q4 		$15.4M Buy
703,707
+543,897
+340% +$11.6M 1.97% 24
2022
Q3 		$3.21M Buy
159,810
+124,414
+351% +$2.81M 0.45% 45
2022
Q2 		$820K Buy
+35,396
New +$867K 0.11% 79

Other funds holding DFAE

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
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
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

RVW Wealth's DFAE Position: Q3 2026 in Review

RVW Wealth reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 8.2% in Q3 2026, selling an estimated $2.85M and leaving 819,234 shares worth $32.2M. The position accounts for 2.07% of the portfolio, ranked #12.

RVW Wealth first reported a position in DFAE in Q2 2022 and has held it in 18 quarters since. The position peaked at $35.9M in Q2 2026. 206 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • RVW Wealth held 819,234 shares of Dimensional Emerging Core Equity Market ETF worth $32.2M as of Q3 2026.
  • RVW Wealth sold 73,071 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $2.85M.
  • Dimensional Emerging Core Equity Market ETF made up 2.07% of RVW Wealth's portfolio in Q3 2026, its #12 holding.
  • RVW Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 18 quarters since.
  • RVW Wealth's Dimensional Emerging Core Equity Market ETF position peaked at $35.9M in Q2 2026.
  • 206 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.