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Strategic Investment Solutions’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Strategic Investment Solutions’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 		$581K Sell
14,440
-2,842
-16% -$110K 0.13% 93
2026
Q1 		$585K Buy
17,282
+1,916
+12% +$67K 0.14% 87
2025
Q4 		$500K Sell
15,366
-5,701
-27% -$183K 0.12% 90
2025
Q3 		$664K Buy
21,067
+16,201
+333% +$488K 0.18% 81
2025
Q2 		$141K Sell
4,866
-8,364
-63% -$224K 0.04% 146
2025
Q1 		$343K Buy
13,230
+5,948
+82% +$154K 0.1% 81
2024
Q4 		$183K Buy
7,282
+3,302
+83% +$87.4K 0.06% 107
2024
Q3 		$109K Buy
3,980
+191
+5% +$4.98K 0.03% 135
2024
Q2 		$98.8K Buy
+3,789
New +$96K 0.03% 138
2023
Q4 		$75.2K Sell
3,121
-1,216,580
-100% -$27.8M 0.01% 374
2023
Q3 		$28.9M Buy
1,219,701
+1,195,099
+4,858% +$28.2M 0.36% 48
2023
Q2 		$564K Sell
24,602
-37,506
-60% -$867K 0.12% 72
2023
Q1 		$1.43M Sell
62,108
-24,645
-28% -$568K 0.28% 60
2022
Q4 		$2.08M Buy
+86,753
New +$1.85M 1.03% 23

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
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
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
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return