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

BAM Wealth Management’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
2025
Q4 		– Sell
-9,560
Closed -$301K – 162
2025
Q3 		$301K Buy
+9,560
New +$288K 0.23% 101

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

BAM Wealth Management's DFAE Position: Q4 2025 in Review

BAM Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2025, closing a stake of 9,560 shares — an estimated $301K sold.

BAM Wealth Management first reported a position in DFAE in Q3 2025 and held it in 1 quarter. The position peaked at $301K in Q3 2025. 644 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

  • BAM Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • BAM Wealth Management sold 9,560 Dimensional Emerging Core Equity Market ETF shares in Q4 2025, an estimated $301K.
  • BAM Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and held it in 1 quarter.
  • BAM Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $301K in Q3 2025.
  • 644 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

Based on BAM Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.