WFA
DFAE icon

Websterrogers Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Websterrogers 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 		$450K Hold
11,198
– – 0.12% 65
2026
Q1 		$379K Hold
11,198
– – 0.11% 63
2025
Q4 		$365K Sell
11,198
-551
-5% -$17.7K 0.11% 63
2025
Q3 		$370K Hold
11,749
– – 0.11% 60
2025
Q2 		$340K Hold
11,749
– – 0.11% 60
2025
Q1 		$304K Hold
11,749
– – 0.1% 63
2024
Q4 		$298K Hold
11,749
– – 0.1% 64
2024
Q3 		$322K Buy
11,749
+510
+5% +$13.3K 0.11% 56
2024
Q2 		$291K Sell
11,239
-156
-1% -$3.95K 0.1% 58
2024
Q1 		$282K Buy
11,395
+1
+0% +$24 0.1% 61
2023
Q4 		$275K Sell
11,394
-177
-2% -$4.05K 0.11% 61
2023
Q3 		$261K Sell
11,571
-515
-4% -$12.1K 0.11% 60
2023
Q2 		$284K Sell
12,086
-83
-0.7% -$1.92K 0.12% 55
2023
Q1 		$280K Sell
12,169
-16
-0.1% -$369 0.13% 53
2022
Q4 		$267K Buy
+12,185
New +$259K 0.13% 53

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

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

Websterrogers Financial Advisors held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 11,198 shares worth $450K. The position accounts for 0.12% of the portfolio, ranked #65.

Websterrogers Financial Advisors first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Websterrogers Financial Advisors held 11,198 shares of Dimensional Emerging Core Equity Market ETF worth $450K as of Q2 2026.
  • Websterrogers Financial Advisors left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.12% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Websterrogers Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 159 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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