AWM
DFAE icon

AE Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

AE 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
Q2 		$11.7M Buy
290,795
+3,239
+1% +$125K 0.05% 281
2026
Q1 		$9.74M Buy
287,556
+5,325
+2% +$186K 0.05% 296
2025
Q4 		$9.19M Sell
282,231
-18,439
-6% -$593K 0.05% 297
2025
Q3 		$9.48M Sell
300,670
-15,794
-5% -$476K 0.06% 276
2025
Q2 		$9.16M Buy
316,464
+33,008
+12% +$886K 0.07% 262
2025
Q1 		$7.34M Buy
283,456
+23,183
+9% +$602K 0.06% 280
2024
Q4 		$6.6M Buy
260,273
+29,347
+13% +$776K 0.06% 295
2024
Q3 		$6.33M Buy
230,926
+29,084
+14% +$758K 0.06% 292
2024
Q2 		$5.22M Buy
201,842
+15,059
+8% +$382K 0.05% 316
2024
Q1 		$4.62M Buy
186,783
+18,901
+11% +$453K 0.05% 314
2023
Q4 		$3.94M Buy
167,882
+26,208
+18% +$599K 0.02% 670
2023
Q3 		$3.2M Buy
141,674
+25,061
+21% +$591K 0.02% 685
2023
Q2 		$2.74M Buy
116,613
+8,410
+8% +$194K 0.02% 739
2023
Q1 		$2.49M Buy
108,203
+38,342
+55% +$884K 0.02% 720
2022
Q4 		$1.53M Buy
69,861
+16,508
+31% +$351K 0.01% 839
2022
Q3 		$1.07M Buy
53,353
+8,980
+20% +$203K 0.01% 915
2022
Q2 		$1.03M Buy
44,373
+15,728
+55% +$385K 0.01% 881
2022
Q1 		$752K Buy
+28,645
New +$768K 0.01% 1035

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

AE Wealth Management's DFAE Position: Q2 2026 in Review

AE Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.1% in Q2 2026, buying an estimated $125K and bringing the position to 290,795 shares worth $11.7M. The position accounts for 0.05% of the portfolio, ranked #281.

AE Wealth Management first reported a position in DFAE in Q1 2022 and has held it in 18 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • AE Wealth Management held 290,795 shares of Dimensional Emerging Core Equity Market ETF worth $11.7M as of Q2 2026.
  • AE Wealth Management bought 3,239 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $125K.
  • Dimensional Emerging Core Equity Market ETF made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #281 holding.
  • AE Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.