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

Balanced Rock 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	$644K	Buy	19,006 +419	+2%	+$14.6K	0.45%	48
2025 Q4	$605K	Sell	18,587 -48	-0.3%	-$1.54K	0.43%	49
2025 Q3	$588K	Buy	18,635 +10	+0.1%	+$301	0.43%	48
2025 Q2	$539K	Buy	18,625 +3,842	+26%	+$103K	0.42%	52
2025 Q1	$383K	Buy	14,783 +1,143	+8%	+$29.7K	0.31%	65
2024 Q4	$346K	Buy	+13,640	New	+$361K	0.27%	68

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Balanced Rock Investment Advisors's DFAE Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.3% in Q1 2026, buying an estimated $14.6K and bringing the position to 19,006 shares worth $644K. The position accounts for 0.45% of the portfolio, ranked #48.

Balanced Rock 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.

Balanced Rock Investment Advisors held 19,006 shares of Dimensional Emerging Core Equity Market ETF worth $644K as of Q1 2026.
Balanced Rock Investment Advisors bought 419 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $14.6K.
Dimensional Emerging Core Equity Market ETF made up 0.45% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #48 holding.
Balanced Rock 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 Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.