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

Wealth Advisors Northwest’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	$1.31M	Sell	32,500 -1,619	-5%	-$62.6K	0.45%	28
2026 Q1	$1.16M	Sell	34,119 -3,075	-8%	-$108K	0.48%	29
2025 Q4	$1.21M	Sell	37,194 -2,828	-7%	-$91K	0.54%	29
2025 Q3	$1.26M	Buy	40,022 +102	+0.3%	+$3.07K	0.61%	29
2025 Q2	$1.16M	Buy	39,920 +2,599	+7%	+$69.8K	0.61%	28
2025 Q1	$966K	Sell	37,321 -1,437	-4%	-$37.3K	0.61%	28
2024 Q4	$983K	Buy	+38,758	New	+$1.03M	0.67%	27

Other funds holding DFAE

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wealth Advisors Northwest reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.7% in Q2 2026, selling an estimated $62.6K and leaving 32,500 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #28.

Wealth Advisors Northwest first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Wealth Advisors Northwest held 32,500 shares of Dimensional Emerging Core Equity Market ETF worth $1.31M as of Q2 2026.
Wealth Advisors Northwest sold 1,619 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $62.6K.
Dimensional Emerging Core Equity Market ETF made up 0.45% of Wealth Advisors Northwest's portfolio in Q2 2026, its #28 holding.
Wealth Advisors Northwest first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
149 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.