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USAdvisors Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

USAdvisors Wealth 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 		$604K Sell
15,043
-686
-4% -$26.5K 0.17% 83
2026
Q1 		$514K Sell
15,729
-181
-1% -$6.33K 0.17% 81
2025
Q4 		$518K Sell
15,910
-256
-2% -$8.24K 0.17% 79
2025
Q3 		$509K Buy
16,166
+123
+0.8% +$3.71K 0.18% 81
2025
Q2 		$464K Buy
16,043
+4
+0% +$107 0.17% 83
2025
Q1 		$415K Sell
16,039
-4,071
-20% -$106K 0.14% 87
2024
Q4 		$510K Buy
20,110
+809
+4% +$21.4K 0.17% 81
2024
Q3 		$535K Sell
19,301
-734
-4% -$19.1K 0.19% 79
2024
Q2 		$518K Sell
20,035
-272
-1% -$6.89K 0.18% 79
2024
Q1 		$500K Buy
20,307
+1,229
+6% +$29.5K 0.19% 84
2023
Q4 		$459K Sell
19,078
-143
-0.7% -$3.27K 0.19% 83
2023
Q3 		$433K Buy
19,221
+966
+5% +$22.8K 0.19% 82
2023
Q2 		$429K Buy
18,255
+133
+0.7% +$3.08K 0.2% 78
2023
Q1 		$417K Buy
18,122
+767
+4% +$17.7K 0.2% 86
2022
Q4 		$381K Buy
17,355
+3,909
+29% +$83.2K 0.18% 88
2022
Q3 		$270K Buy
13,446
+1,493
+12% +$33.7K 0.14% 101
2022
Q2 		$277K Buy
11,953
+1,455
+14% +$35.6K 0.14% 100
2022
Q1 		$275K Buy
10,498
+2,087
+25% +$56K 0.12% 101
2021
Q4 		$230K Buy
+8,411
New +$231K 0.09% 110

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 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
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

USAdvisors Wealth Management's DFAE Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.4% in Q2 2026, selling an estimated $26.5K and leaving 15,043 shares worth $604K. The position accounts for 0.17% of the portfolio, ranked #83.

USAdvisors Wealth Management first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. 366 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • USAdvisors Wealth Management held 15,043 shares of Dimensional Emerging Core Equity Market ETF worth $604K as of Q2 2026.
  • USAdvisors Wealth Management sold 686 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $26.5K.
  • Dimensional Emerging Core Equity Market ETF made up 0.17% of USAdvisors Wealth Management's portfolio in Q2 2026, its #83 holding.
  • USAdvisors Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.