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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

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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. 149 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.
  • 149 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.