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

Woodward 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 		$2.3M Sell
57,137
-2,195
-4% -$84.9K 0.77% 19
2026
Q1 		$1.94M Sell
59,332
-775
-1% -$27.1K 0.75% 19
2025
Q4 		$1.96M Buy
60,107
+20
+0% +$644 0.73% 20
2025
Q3 		$1.89M Sell
60,087
-215
-0.4% -$6.48K 0.72% 20
2025
Q2 		$1.75M Buy
60,302
+45,535
+308% +$1.22M 0.72% 21
2025
Q1 		$382K Buy
14,767
+1,311
+10% +$34K 0.18% 41
2024
Q4 		$341K Sell
13,456
-393
-3% -$10.4K 0.17% 45
2024
Q3 		$380K Buy
13,849
+15
+0.1% +$391 0.19% 41
2024
Q2 		$358K Buy
13,834
+12
+0.1% +$304 0.2% 42
2024
Q1 		$342K Buy
13,822
+2
+0% +$48 0.21% 41
2023
Q4 		$333K Sell
13,820
-825
-6% -$18.9K 0.22% 40
2023
Q3 		$331K Sell
14,645
-516
-3% -$12.2K 0.24% 39
2023
Q2 		$356K Sell
15,161
-27,542
-64% -$637K 0.27% 38
2023
Q1 		$983K Buy
42,703
+3
+0% +$69 0.81% 23
2022
Q4 		$937K Buy
42,700
+11,831
+38% +$252K 0.8% 22
2022
Q3 		$620K Sell
30,869
-790
-2% -$17.8K 0.58% 29
2022
Q2 		$733K Buy
+31,659
New +$775K 0.68% 26

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

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

Woodward Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.7% in Q2 2026, selling an estimated $84.9K and leaving 57,137 shares worth $2.3M. The position accounts for 0.77% of the portfolio, ranked #19.

Woodward Financial Advisors 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.

  • Woodward Financial Advisors held 57,137 shares of Dimensional Emerging Core Equity Market ETF worth $2.3M as of Q2 2026.
  • Woodward Financial Advisors sold 2,195 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $84.9K.
  • Dimensional Emerging Core Equity Market ETF made up 0.77% of Woodward Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Woodward Financial Advisors 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 Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.