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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
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

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
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RVW Wealth's DFAE Position: Q2 2026 in Review

RVW Wealth increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.9% in Q2 2026, buying an estimated $1.31M and bringing the position to 892,305 shares worth $35.9M. The position accounts for 2.36% of the portfolio, ranked #12.

RVW Wealth 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.

  • RVW Wealth held 892,305 shares of Dimensional Emerging Core Equity Market ETF worth $35.9M as of Q2 2026.
  • RVW Wealth bought 33,740 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.31M.
  • Dimensional Emerging Core Equity Market ETF made up 2.36% of RVW Wealth's portfolio in Q2 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 17 quarters since.
  • 149 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.