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

West 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 		$39.7M Buy
986,974
+124,778
+14% +$4.83M 6.03% 6
2026
Q1 		$29.2M Sell
862,196
-27,952
-3% -$977K 4.96% 6
2025
Q4 		$29M Sell
890,148
-31,400
-3% -$1.01M 4.89% 6
2025
Q3 		$29.1M Sell
921,548
-60,738
-6% -$1.83M 4.8% 6
2025
Q2 		$28.4M Buy
982,286
+28,918
+3% +$776K 4.95% 6
2025
Q1 		$24.7M Buy
953,368
+26,040
+3% +$676K 4.69% 6
2024
Q4 		$23.5M Buy
927,328
+15,989
+2% +$423K 4.54% 7
2024
Q3 		$25M Buy
911,339
+12,620
+1% +$329K 4.82% 5
2024
Q2 		$23.2M Buy
898,719
+24,227
+3% +$614K 4.83% 5
2024
Q1 		$21.6M Buy
874,492
+13,492
+2% +$323K 4.64% 5
2023
Q4 		$20.8M Buy
861,000
+6,595
+0.8% +$151K 4.73% 5
2023
Q3 		$19.3M Buy
854,405
+21,714
+3% +$512K 4.84% 5
2023
Q2 		$19.5M Buy
832,691
+303,666
+57% +$7.02M 4.81% 5
2023
Q1 		$12.2M Buy
529,025
+88,149
+20% +$2.03M 3.19% 9
2022
Q4 		$9.68M Sell
440,876
-230,601
-34% -$4.91M 2.7% 11
2022
Q3 		$13.5M Buy
671,477
+72,934
+12% +$1.65M 4.04% 8
2022
Q2 		$13.9M Buy
598,543
+584,785
+4,251% +$14.3M 4.03% 8
2022
Q1 		$361K Buy
+13,758
New +$369K 0.1% 44

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

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

West Financial Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 14% in Q2 2026, buying an estimated $4.83M and bringing the position to 986,974 shares worth $39.7M. The position accounts for 6.03% of the portfolio, ranked #6.

West Financial Advisors first reported a position in DFAE in Q1 2022 and has held it in 18 quarters since. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • West Financial Advisors held 986,974 shares of Dimensional Emerging Core Equity Market ETF worth $39.7M as of Q2 2026.
  • West Financial Advisors bought 124,778 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $4.83M.
  • Dimensional Emerging Core Equity Market ETF made up 6.03% of West Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • West Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.