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

BIP Wealth’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	$5.83M	Buy	144,888 +35,678	+33%	+$1.38M	0.17%	102
2026 Q1	$3.7M	Buy	109,210 +7,780	+8%	+$272K	0.15%	94
2025 Q4	$3.3M	Buy	101,430 +35,728	+54%	+$1.15M	0.12%	108
2025 Q3	$2.07M	Buy	65,702 +38,052	+138%	+$1.15M	0.1%	87
2025 Q2	$800K	Buy	27,650 +16,069	+139%	+$431K	0.05%	119
2025 Q1	$300K	Buy	+11,581	New	+$301K	0.02%	207

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BIP Wealth's DFAE Position: Q2 2026 in Review

BIP Wealth increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 33% in Q2 2026, buying an estimated $1.38M and bringing the position to 144,888 shares worth $5.83M. The position accounts for 0.17% of the portfolio, ranked #102.

BIP Wealth first reported a position in DFAE in Q1 2025 and has held it in 6 quarters since. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

BIP Wealth held 144,888 shares of Dimensional Emerging Core Equity Market ETF worth $5.83M as of Q2 2026.
BIP Wealth bought 35,678 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.38M.
Dimensional Emerging Core Equity Market ETF made up 0.17% of BIP Wealth's portfolio in Q2 2026, its #102 holding.
BIP Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.