Saxony Capital Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Saxony Capital Management’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	$5.59M	Buy	138,947 +18,718	+16%	+$724K	2.56%	7
2026 Q1	$4.07M	Buy	120,229 +4,268	+4%	+$149K	2.36%	7
2025 Q4	$3.78M	Buy	115,961 +8,924	+8%	+$287K	2.32%	8
2025 Q3	$3.37M	Buy	107,037 +19,512	+22%	+$588K	2.23%	9
2025 Q2	$2.53M	Buy	87,525 +19,212	+28%	+$516K	1.94%	12
2025 Q1	$1.77M	Buy	68,313 +32,641	+92%	+$847K	1.55%	22
2024 Q4	$905K	Sell	35,672 -26,052	-42%	-$689K	0.8%	32
2024 Q3	$1.69M	Buy	61,724 +2,169	+4%	+$56.6K	1.55%	21
2024 Q2	$1.54M	Sell	59,555 -35,605	-37%	-$902K	1.69%	17
2024 Q1	$2.35M	Buy	95,160 +4,731	+5%	+$113K	2.84%	12
2023 Q4	$2.18M	Buy	+90,429	New	+$2.07M	2.89%	11

Other funds holding DFAE

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return