Atlantic Private Wealth’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Atlantic Private Wealth’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	$56.8K	Hold	1,412	–	–	0.03%	118
2026 Q1	$47.8K	Hold	1,412	–	–	0.03%	132
2025 Q4	$46K	Hold	1,412	–	–	0.03%	123
2025 Q3	$44.5K	Hold	1,412	–	–	0.03%	110
2025 Q2	$40.9K	Buy	+1,412	New	+$37.9K	0.03%	113

Other funds holding DFAE

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $3.76B AUM 21.29% 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

Atlantic Private Wealth's DFAE Position: Q2 2026 in Review

Atlantic Private Wealth held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 1,412 shares worth $56.8K. The position accounts for 0.03% of the portfolio, ranked #118.

Atlantic Private Wealth first reported a position in DFAE in Q2 2025 and has held it in 5 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Atlantic Private Wealth held 1,412 shares of Dimensional Emerging Core Equity Market ETF worth $56.8K as of Q2 2026.
Atlantic Private Wealth left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.03% of Atlantic Private Wealth's portfolio in Q2 2026, its #118 holding.
Atlantic Private Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.