VFA
DFAE icon

Valeo Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Valeo Financial Advisors’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 		$795K Sell
19,764
-90
-0.5% -$3.48K 0.02% 340
2026
Q1 		$672K Buy
19,854
+217
+1% +$7.59K 0.02% 339
2025
Q4 		$640K Sell
19,637
-215
-1% -$6.92K 0.01% 402
2025
Q3 		$626K Sell
19,852
-929
-4% -$28K 0.01% 408
2025
Q2 		$602K Sell
20,781
-3,635
-15% -$97.6K 0.01% 412
2025
Q1 		$632K Buy
24,416
+1,420
+6% +$36.9K 0.02% 351
2024
Q4 		$583K Buy
22,996
+1,056
+5% +$27.9K 0.02% 377
2024
Q3 		$601K Sell
21,940
-2,346
-10% -$61.2K 0.02% 368
2024
Q2 		$628K Buy
24,286
+662
+3% +$16.8K 0.02% 324
2024
Q1 		$579K Buy
23,624
+8,613
+57% +$206K 0.02% 331
2023
Q4 		$362K Hold
15,011
– – 0.01% 436
2023
Q3 		$339K Buy
15,011
+1,124
+8% +$26.5K 0.02% 426
2023
Q2 		$326K Buy
13,887
+949
+7% +$21.9K 0.01% 415
2023
Q1 		$298K Buy
+12,938
New +$298K 0.01% 447

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