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Bartlett & Co Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Bartlett & Co 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
2026
Q1 		– Sell
-19
Closed -$634 – 1299
2025
Q4 		$634 Buy
+19
New +$611 ﹤0.01% 1162
2024
Q1 		– Sell
-1,832
Closed -$44.2K – 1151
2023
Q4 		$44.2K Buy
+1,832
New +$41.9K ﹤0.01% 731

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
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bartlett & Co Wealth Management's DFAE Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2026, closing a stake of 19 shares — an estimated $634 sold.

Bartlett & Co Wealth Management first reported a position in DFAE in Q4 2023 and held it in 2 quarters. The position peaked at $44.2K in Q4 2023. 673 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 19 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $634.
  • Bartlett & Co Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $44.2K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.