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Team Financial Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Team Financial Group’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 		– Sell
-276
Closed -$9.35K – 100
2026
Q1 		$9.35K Hold
276
– – ﹤0.01% 200
2025
Q4 		$8.99K Hold
276
– – ﹤0.01% 191
2025
Q3 		$8.7K Hold
276
– – ﹤0.01% 193
2025
Q2 		$7.99K Buy
+276
New +$7.41K ﹤0.01% 188

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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 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

Team Financial Group's DFAE Position: Q2 2026 in Review

Team Financial Group sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026, closing a stake of 276 shares — an estimated $9.35K sold.

Team Financial Group first reported a position in DFAE in Q2 2025 and held it in 4 quarters. The position peaked at $9.35K in Q1 2026. 255 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Team Financial Group reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 276 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $9.35K.
  • Team Financial Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Dimensional Emerging Core Equity Market ETF position peaked at $9.35K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.