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

Sax Wealth 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 		$10.2M Buy
302,392
+67,642
+29% +$2.62M 0.42% 46
2026
Q1 		$7.65M Hold
234,750
– – 0.37% 49
2025
Q4 		$7.65M Buy
234,750
+29,158
+14% +$938K 0.36% 52
2025
Q3 		$6.48M Buy
205,592
+24,360
+13% +$734K 0.35% 47
2025
Q2 		$5.25M Buy
181,232
+23,170
+15% +$622K 0.32% 53
2025
Q1 		$4.09M Buy
158,062
+21,762
+16% +$565K 0.29% 55
2024
Q4 		$3.46M Buy
136,300
+19,298
+16% +$511K 0.27% 51
2024
Q3 		$3.21M Sell
117,002
-979
-0.8% -$25.5K 0.29% 42
2024
Q2 		$3.05M Sell
117,981
-1,648
-1% -$41.8K 0.29% 48
2024
Q1 		$2.96M Sell
119,629
-57,201
-32% -$1.37M 0.35% 35
2023
Q4 		$4.26M Sell
176,830
-6,291
-3% -$144K 0.7% 27
2023
Q3 		$4.13M Buy
183,121
+15,588
+9% +$368K 0.81% 29
2023
Q2 		$3.93M Buy
167,533
+38,931
+30% +$900K 0.78% 30
2023
Q1 		$2.96M Buy
128,602
+19,619
+18% +$452K 0.64% 34
2022
Q4 		$2.39M Buy
108,983
+25,006
+30% +$532K 0.55% 35
2022
Q3 		$1.69M Buy
83,977
+43,641
+108% +$985K 0.43% 43
2022
Q2 		$934K Buy
40,336
+17,616
+78% +$431K 0.24% 66
2022
Q1 		$596K Buy
22,720
+3,602
+19% +$96.6K 0.14% 94
2021
Q4 		$523K Buy
+19,118
New +$525K 0.11% 115

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Sax Wealth Advisors's DFAE Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 29% in Q2 2026, buying an estimated $2.62M and bringing the position to 302,392 shares worth $10.2M. The position accounts for 0.42% of the portfolio, ranked #46.

Sax Wealth Advisors first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. 171 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Sax Wealth Advisors held 302,392 shares of Dimensional Emerging Core Equity Market ETF worth $10.2M as of Q2 2026.
  • Sax Wealth Advisors bought 67,642 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $2.62M.
  • Dimensional Emerging Core Equity Market ETF made up 0.42% of Sax Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Sax Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 171 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.