Wealth Enhancement Advisory Services
DFAE icon

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

Wealth Enhancement Advisory Services’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 		$30.5M Buy
773,891
+10,377
+1% +$401K 0.05% 319
2026
Q1 		$25.8M Sell
763,514
-493,312
-39% -$17.2M 0.05% 315
2025
Q4 		$42.7M Buy
1,256,826
+26,363
+2% +$848K 0.06% 291
2025
Q3 		$39.3M Sell
1,230,463
-11,299
-0.9% -$340K 0.06% 284
2025
Q2 		$36.4M Buy
1,241,762
+29,246
+2% +$785K 0.06% 283
2025
Q1 		$31.4M Sell
1,212,516
-70,681
-6% -$1.83M 0.06% 295
2024
Q4 		$32.6M Buy
1,283,197
+183,216
+17% +$4.85M 0.06% 280
2024
Q3 		$30.2M Buy
1,099,981
+492
+0% +$12.8K 0.06% 283
2024
Q2 		$28.4M Buy
1,099,489
+45,710
+4% +$1.16M 0.07% 269
2024
Q1 		$26M Buy
1,053,779
+380,912
+57% +$9.13M 0.07% 273
2023
Q4 		$16.2M Buy
672,867
+25,660
+4% +$587K 0.05% 339
2023
Q3 		$14.6M Buy
647,207
+461,284
+248% +$10.9M 0.05% 329
2023
Q2 		$4.36M Buy
185,923
+136,724
+278% +$3.16M 0.05% 140
2023
Q1 		$1.13M Buy
49,199
+7,134
+17% +$164K 0.01% 292
2022
Q4 		$1M Buy
42,065
+10,270
+32% +$219K 0.01% 222
2022
Q3 		$653K Buy
+31,795
New +$718K 0.01% 259

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFAE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.4% in Q2 2026, buying an estimated $401K and bringing the position to 773,891 shares worth $30.5M. The position accounts for 0.05% of the portfolio, ranked #319.

Wealth Enhancement Advisory Services first reported a position in DFAE in Q3 2022 and has held it in 16 quarters since. The position peaked at $42.7M in Q4 2025. 149 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 773,891 shares of Dimensional Emerging Core Equity Market ETF worth $30.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,377 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $401K.
  • Dimensional Emerging Core Equity Market ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #319 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional Emerging Core Equity Market ETF position peaked at $42.7M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.