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Aviance Capital Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Aviance Capital Partners’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 		$2.7M Buy
79,662
+7,206
+10% +$252K 0.32% 72
2025
Q4 		$2.36M Buy
72,456
+623
+0.9% +$20K 0.27% 82
2025
Q3 		$2.26M Buy
71,833
+1,808
+3% +$54.5K 0.27% 85
2025
Q2 		$2.03M Buy
70,025
+7,767
+12% +$208K 0.26% 89
2025
Q1 		$1.61M Sell
62,258
-923
-1% -$24K 0.23% 104
2024
Q4 		$1.6M Sell
63,181
-697
-1% -$18.4K 0.22% 101
2024
Q3 		$1.75M Buy
63,878
+5,904
+10% +$154K 0.23% 104
2024
Q2 		$1.5M Sell
57,974
-6,846
-11% -$174K 0.21% 111
2024
Q1 		$1.6M Buy
64,820
+11,276
+21% +$270K 0.24% 103
2023
Q4 		$1.29M Buy
53,544
+1,471
+3% +$33.6K 0.28% 94
2023
Q3 		$1.18M Buy
52,073
+25,078
+93% +$591K 0.26% 106
2023
Q2 		$633K Buy
26,995
+5,395
+25% +$125K 0.13% 168
2023
Q1 		$497K Sell
21,600
-3,530
-14% -$81.3K 0.11% 174
2022
Q4 		$552K Buy
25,130
+4,321
+21% +$91.9K 0.13% 171
2022
Q3 		$418K Buy
+20,809
New +$470K 0.1% 178

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 $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

Aviance Capital Partners's DFAE Position: Q1 2026 in Review

Aviance Capital Partners increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 9.9% in Q1 2026, buying an estimated $252K and bringing the position to 79,662 shares worth $2.7M. The position accounts for 0.32% of the portfolio, ranked #72.

Aviance Capital Partners first reported a position in DFAE in Q3 2022 and has held it in 15 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Aviance Capital Partners held 79,662 shares of Dimensional Emerging Core Equity Market ETF worth $2.7M as of Q1 2026.
  • Aviance Capital Partners bought 7,206 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $252K.
  • Dimensional Emerging Core Equity Market ETF made up 0.32% of Aviance Capital Partners's portfolio in Q1 2026, its #72 holding.
  • Aviance Capital Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and has held it in 15 quarters since.
  • 669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.