AssuredPartners Investment Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

AssuredPartners Investment 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	$488K	Buy	12,126 +357	+3%	+$13.8K	0.05%	264
2026 Q1	$401K	Buy	11,769 +2,414	+26%	+$84.4K	0.04%	289
2025 Q4	$305K	Sell	9,355 -21	-0.2%	-$676	0.05%	276
2025 Q3	$296K	Sell	9,376 -95	-1%	-$2.86K	0.07%	208
2025 Q2	$274K	Buy	9,471 +74	+0.8%	+$1.99K	0.07%	198
2025 Q1	$243K	Buy	9,397 +9	+0.1%	+$234	0.05%	289
2024 Q4	$238K	Buy	+9,388	New	+$248K	0.05%	298

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AssuredPartners Investment Advisors's DFAE Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3% in Q2 2026, buying an estimated $13.8K and bringing the position to 12,126 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #264.

AssuredPartners Investment Advisors first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

AssuredPartners Investment Advisors held 12,126 shares of Dimensional Emerging Core Equity Market ETF worth $488K as of Q2 2026.
AssuredPartners Investment Advisors bought 357 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $13.8K.
Dimensional Emerging Core Equity Market ETF made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #264 holding.
AssuredPartners Investment Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.