Valued Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Valued Wealth 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	$2.08M	Buy	51,753 +2,787	+6%	+$108K	0.76%	18
2026 Q1	$1.66M	Sell	48,966 -23,002	-32%	-$804K	0.67%	20
2025 Q4	$2.34M	Sell	71,968 -93	-0.1%	-$2.99K	1.03%	15
2025 Q3	$2.27M	Sell	72,061 -1,410	-2%	-$42.5K	1.05%	15
2025 Q2	$2.13M	Buy	73,471 +11,879	+19%	+$319K	1.11%	15
2025 Q1	$1.59M	Sell	61,592 -5,401	-8%	-$140K	0.96%	16
2024 Q4	$1.7M	Buy	66,993 +10,707	+19%	+$283K	1.06%	14
2024 Q3	$1.54M	Buy	56,286 +1,158	+2%	+$30.2K	1%	14
2024 Q2	$1.43M	Buy	55,128 +2,899	+6%	+$73.5K	0.98%	14
2024 Q1	$1.29M	Sell	52,229 -224,035	-81%	-$5.37M	0.91%	15
2023 Q4	$6.24M	Buy	+276,264	New	+$6.31M	5.76%	7

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valued Wealth Advisors's DFAE Position: Q2 2026 in Review

Valued Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.7% in Q2 2026, buying an estimated $108K and bringing the position to 51,753 shares worth $2.08M. The position accounts for 0.76% of the portfolio, ranked #18.

Valued Wealth Advisors first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.24M in Q4 2023. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Valued Wealth Advisors held 51,753 shares of Dimensional Emerging Core Equity Market ETF worth $2.08M as of Q2 2026.
Valued Wealth Advisors bought 2,787 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $108K.
Dimensional Emerging Core Equity Market ETF made up 0.76% of Valued Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Valued Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $6.24M in Q4 2023.
714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.