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

Balance 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 Q3	$5.1K	Buy	+130	New	+$5.07K	﹤0.01%	647

Other funds holding DFAE

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

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Balance Wealth's DFAE Position: Q3 2026 in Review

Balance Wealth opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q3 2026: 130 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings.

662 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Balance Wealth held 130 shares of Dimensional Emerging Core Equity Market ETF worth $5.1K as of Q3 2026.
Dimensional Emerging Core Equity Market ETF was a new Balance Wealth position in Q3 2026.
Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #647 holding.
662 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.