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

Bannerman Wealth Management Group’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 		$6.78M Buy
168,655
+1,560
+0.9% +$60.3K 3.96% 6
2026
Q1 		$5.66M Buy
167,095
+7,242
+5% +$253K 3.81% 6
2025
Q4 		$5.21M Buy
159,853
+2,762
+2% +$88.9K 3.69% 6
2025
Q3 		$4.95M Buy
157,091
+1,693
+1% +$51K 3.65% 7
2025
Q2 		$4.5M Buy
155,398
+833
+0.5% +$22.4K 3.45% 7
2025
Q1 		$4M Buy
154,565
+5,072
+3% +$132K 3.27% 7
2024
Q4 		$3.79M Buy
+149,493
New +$3.96M 3.14% 7

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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bannerman Wealth Management Group's DFAE Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.93% in Q2 2026, buying an estimated $60.3K and bringing the position to 168,655 shares worth $6.78M. The position accounts for 3.96% of the portfolio, ranked #6.

Bannerman Wealth Management Group first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Bannerman Wealth Management Group held 168,655 shares of Dimensional Emerging Core Equity Market ETF worth $6.78M as of Q2 2026.
  • Bannerman Wealth Management Group bought 1,560 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $60.3K.
  • Dimensional Emerging Core Equity Market ETF made up 3.96% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #6 holding.
  • Bannerman Wealth Management Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.