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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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valeo Financial Advisors's DFAE Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.45% in Q2 2026, selling an estimated $3.48K and leaving 19,764 shares worth $795K. The position accounts for 0.02% of the portfolio, ranked #340.

Valeo Financial Advisors first reported a position in DFAE in Q1 2023 and has held it in 14 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Valeo Financial Advisors held 19,764 shares of Dimensional Emerging Core Equity Market ETF worth $795K as of Q2 2026.
  • Valeo Financial Advisors sold 90 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $3.48K.
  • Dimensional Emerging Core Equity Market ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #340 holding.
  • Valeo Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.