SFS
DFAE icon

Security Financial Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Security Financial Services’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 		$8.84M Sell
219,896
-33,967
-13% -$1.31M 1.23% 26
2026
Q1 		$8.6M Sell
253,863
-160,140
-39% -$5.6M 1.36% 23
2025
Q4 		$13.5M Buy
414,003
+19,771
+5% +$636K 2.12% 10
2025
Q3 		$12.4M Sell
394,232
-111,801
-22% -$3.37M 2.01% 13
2025
Q2 		$14.6M Buy
506,033
+225,614
+80% +$6.06M 2.59% 10
2025
Q1 		$7.26M Buy
280,419
+142,462
+103% +$3.7M 1.44% 23
2024
Q4 		$3.5M Buy
137,957
+50,998
+59% +$1.35M 0.71% 33
2024
Q3 		$2.38M Buy
86,959
+3,645
+4% +$95K 0.49% 41
2024
Q2 		$2.16M Buy
83,314
+8,529
+11% +$216K 0.47% 41
2024
Q1 		$1.85M Buy
74,785
+3,566
+5% +$85.5K 0.42% 47
2023
Q4 		$1.72M Buy
71,219
+23,822
+50% +$545K 0.42% 45
2023
Q3 		$1.07M Buy
47,397
+1,532
+3% +$36.1K 0.3% 59
2023
Q2 		$1.08M Buy
45,865
+1,521
+3% +$35.2K 0.31% 59
2023
Q1 		$1.02M Buy
44,344
+6,240
+16% +$144K 0.31% 62
2022
Q4 		$836K Buy
+38,104
New +$811K 0.26% 72

Other funds holding DFAE

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
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return