1WM
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1900 Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

1900 Wealth Management’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
Q1 		$1.9M Sell
56,140
-292
-0.5% -$10.2K 0.12% 79
2025
Q4 		$1.84M Sell
56,432
-2,659
-4% -$85.6K 0.12% 80
2025
Q3 		$1.86M Sell
59,091
-2,082
-3% -$62.7K 0.13% 74
2025
Q2 		$1.77M Sell
61,173
-6,927
-10% -$186K 0.13% 70
2025
Q1 		$1.76M Sell
68,100
-54,260
-44% -$1.41M 0.15% 69
2024
Q4 		$3.1M Sell
122,360
-5,334
-4% -$141K 0.26% 60
2024
Q3 		$3.5M Buy
127,694
+35,879
+39% +$936K 0.3% 53
2024
Q2 		$2.38M Sell
91,815
-36,035
-28% -$913K 0.22% 64
2024
Q1 		$3.16M Sell
127,850
-113,977
-47% -$2.73M 0.29% 62
2023
Q4 		$5.83M Buy
241,827
+216,581
+858% +$4.95M 0.54% 45
2023
Q3 		$570K Buy
25,246
+5,266
+26% +$124K 0.06% 183
2023
Q2 		$469K Sell
19,980
-8,581
-30% -$198K 0.05% 164
2023
Q1 		$627K Hold
28,561
– – 0.07% 148
2022
Q4 		$627K Buy
+28,561
New +$608K 0.07% 145

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return