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Acorn Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Acorn Wealth 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
Q1 		$519K Buy
15,326
+3,600
+31% +$126K 0.15% 136
2025
Q4 		$382K Sell
11,726
-6,241
-35% -$201K 0.11% 167
2025
Q3 		$566K Buy
17,967
+49
+0.3% +$1.48K 0.18% 127
2025
Q2 		$519K Buy
17,918
+4,478
+33% +$120K 0.19% 116
2025
Q1 		$348K Sell
13,440
-86
-0.6% -$2.23K 0.14% 144
2024
Q4 		$343K Sell
13,526
-925
-6% -$24.5K 0.14% 141
2024
Q3 		$396K Sell
14,451
-32
-0.2% -$834 0.17% 122
2024
Q2 		$375K Buy
14,483
+260
+2% +$6.59K 0.19% 112
2024
Q1 		$352K Buy
14,223
+3,744
+36% +$89.7K 0.18% 115
2023
Q4 		$253K Buy
10,479
+78
+0.7% +$1.78K 0.15% 154
2023
Q3 		$235K Buy
10,401
+1,807
+21% +$42.6K 0.16% 155
2023
Q2 		$202K Buy
+8,594
New +$199K 0.14% 168
2022
Q4 		– Sell
-6,028
Closed -$121K – 162
2022
Q3 		$121K Buy
+6,028
New +$136K 0.1% 152

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