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Berger Financial Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Berger Financial 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
Q1 		$19.5M Sell
574,782
-131,561
-19% -$4.6M 1.09% 18
2025
Q4 		$23M Buy
706,343
+14,138
+2% +$455K 1.33% 15
2025
Q3 		$21.8M Buy
692,205
+6,113
+0.9% +$184K 1.3% 13
2025
Q2 		$19.9M Buy
686,092
+19,025
+3% +$511K 1.28% 16
2025
Q1 		$17.3M Buy
+667,067
New +$17.3M 1.2% 15

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
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

Berger Financial Group's DFAE Position: Q1 2026 in Review

Berger Financial Group reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 19% in Q1 2026, selling an estimated $4.6M and leaving 574,782 shares worth $19.5M. The position accounts for 1.09% of the portfolio, ranked #18.

Berger Financial Group first reported a position in DFAE in Q1 2025 and has held it in 5 quarters since. The position peaked at $23M in Q4 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Berger Financial Group held 574,782 shares of Dimensional Emerging Core Equity Market ETF worth $19.5M as of Q1 2026.
  • Berger Financial Group sold 131,561 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $4.6M.
  • Dimensional Emerging Core Equity Market ETF made up 1.09% of Berger Financial Group's portfolio in Q1 2026, its #18 holding.
  • Berger Financial Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Berger Financial Group's Dimensional Emerging Core Equity Market ETF position peaked at $23M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.