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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
Q3 		$12M Buy
304,424
+2,032
+0.7% +$79.3K 0.34% 46
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

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Sax Wealth Advisors's DFAE Position: Q3 2026 in Review

Sax Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.67% in Q3 2026, buying an estimated $79.3K and bringing the position to 304,424 shares worth $12M. The position accounts for 0.34% of the portfolio, ranked #46.

Sax Wealth Advisors first reported a position in DFAE in Q4 2021 and has held it in 20 quarters since. 69 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Sax Wealth Advisors held 304,424 shares of Dimensional Emerging Core Equity Market ETF worth $12M as of Q3 2026.
  • Sax Wealth Advisors bought 2,032 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $79.3K.
  • Dimensional Emerging Core Equity Market ETF made up 0.34% of Sax Wealth Advisors's portfolio in Q3 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 20 quarters since.
  • 69 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.