WFAG
DFAE icon

Wescott Financial Advisory Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Wescott Financial Advisory Group’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 		$20M Buy
496,979
+14,883
+3% +$576K 1.55% 17
2026
Q1 		$16.3M Buy
482,096
+4,954
+1% +$173K 1.43% 17
2025
Q4 		$15.5M Buy
477,142
+2,305
+0.5% +$74.2K 1.36% 18
2025
Q3 		$15M Buy
474,837
+11,608
+3% +$350K 1.34% 18
2025
Q2 		$13.4M Buy
463,229
+7,545
+2% +$202K 1.28% 17
2025
Q1 		$11.8M Sell
455,684
-2,486
-0.5% -$64.5K 1.22% 19
2024
Q4 		$11.6M Buy
458,170
+2,638
+0.6% +$69.8K 1.2% 19
2024
Q3 		$12.5M Buy
455,532
+8,414
+2% +$219K 1.34% 18
2024
Q2 		$11.6M Buy
447,118
+95,091
+27% +$2.41M 1.34% 16
2024
Q1 		$8.7M Buy
352,027
+60,280
+21% +$1.44M 1.08% 18
2023
Q4 		$7.03M Buy
291,747
+11,651
+4% +$266K 0.99% 17
2023
Q3 		$6.32M Buy
280,096
+22,693
+9% +$535K 1.16% 18
2023
Q2 		$6.04M Buy
257,403
+76,529
+42% +$1.77M 1.07% 19
2023
Q1 		$4.16M Buy
180,874
+50,715
+39% +$1.17M 0.9% 26
2022
Q4 		$2.86M Buy
130,159
+92,880
+249% +$1.98M 0.62% 35
2022
Q3 		$749K Buy
37,279
+15,509
+71% +$350K 0.21% 65
2022
Q2 		$504K Buy
+21,770
New +$533K 0.14% 78

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wescott Financial Advisory Group's DFAE Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.1% in Q2 2026, buying an estimated $576K and bringing the position to 496,979 shares worth $20M. The position accounts for 1.55% of the portfolio, ranked #17.

Wescott Financial Advisory Group first reported a position in DFAE in Q2 2022 and has held it in 17 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Wescott Financial Advisory Group held 496,979 shares of Dimensional Emerging Core Equity Market ETF worth $20M as of Q2 2026.
  • Wescott Financial Advisory Group bought 14,883 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $576K.
  • Dimensional Emerging Core Equity Market ETF made up 1.55% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #17 holding.
  • Wescott Financial Advisory Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.