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

Arkadios 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	$3.62M	Buy	106,980 +44,678	+72%	+$1.56M	0.06%	333
2025 Q4	$2.03M	Buy	62,302 +6,657	+12%	+$214K	0.04%	445
2025 Q3	$1.75M	Buy	55,645 +5,574	+11%	+$168K	0.04%	435
2025 Q2	$1.45M	Buy	50,071 +3,823	+8%	+$103K	0.04%	435
2025 Q1	$1.2M	Buy	+46,248	New	+$1.2M	0.05%	405

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 $10.6B AUM 34.1% 1-Year Est. Return

Arkadios Wealth Advisors's DFAE Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 72% in Q1 2026, buying an estimated $1.56M and bringing the position to 106,980 shares worth $3.62M. The position accounts for 0.06% of the portfolio, ranked #333.

Arkadios Wealth Advisors first reported a position in DFAE in Q1 2025 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Arkadios Wealth Advisors held 106,980 shares of Dimensional Emerging Core Equity Market ETF worth $3.62M as of Q1 2026.
Arkadios Wealth Advisors bought 44,678 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.56M.
Dimensional Emerging Core Equity Market ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #333 holding.
Arkadios Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and has held it in 5 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.