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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
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
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 $666B 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 $10.6B AUM 34.1% 1-Year Est. Return

AssuredPartners Investment Advisors's DFAE Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 26% in Q1 2026, buying an estimated $84.4K and bringing the position to 11,769 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #289.

AssuredPartners Investment Advisors first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • AssuredPartners Investment Advisors held 11,769 shares of Dimensional Emerging Core Equity Market ETF worth $401K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 2,414 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $84.4K.
  • Dimensional Emerging Core Equity Market ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #289 holding.
  • AssuredPartners Investment Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.