VSM Wealth Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

VSM Wealth Advisory’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	$301K	Hold	7,488	–	–	0.08%	98
2026 Q1	$254K	Hold	7,488	–	–	0.08%	98
2025 Q4	$244K	Hold	7,488	–	–	0.07%	91
2025 Q3	$236K	Hold	7,488	–	–	0.07%	79
2025 Q2	$217K	Sell	7,488 -707	-9%	-$19K	0.07%	92
2025 Q1	$212K	Sell	8,195 -677	-8%	-$17.6K	0.08%	85
2024 Q4	$225K	Buy	+8,872	New	+$235K	0.08%	83

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

VSM Wealth Advisory's DFAE Position: Q2 2026 in Review

VSM Wealth Advisory held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 7,488 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #98.

VSM Wealth Advisory first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

VSM Wealth Advisory held 7,488 shares of Dimensional Emerging Core Equity Market ETF worth $301K as of Q2 2026.
VSM Wealth Advisory left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.08% of VSM Wealth Advisory's portfolio in Q2 2026, its #98 holding.
VSM Wealth Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.