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

Bullock 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 Q2	$2.63M	Buy	67,109 +10,927	+19%	+$423K	1.14%	15
2026 Q1	$1.92M	Buy	56,182 +401	+0.7%	+$14K	0.96%	17
2025 Q4	$1.82M	Sell	55,781 -1,883	-3%	-$60.6K	0.89%	19
2025 Q3	$1.83M	Sell	57,664 -3,975	-6%	-$120K	0.91%	17
2025 Q2	$1.79M	Sell	61,639 -7,651	-11%	-$205K	0.95%	19
2025 Q1	$1.8M	Buy	69,290 +15,783	+29%	+$410K	1.01%	15
2024 Q4	$1.36M	Sell	53,507 -2,018	-4%	-$53.4K	0.79%	22
2024 Q3	$1.53M	Buy	55,525 +8,786	+19%	+$229K	0.92%	18
2024 Q2	$1.21M	Buy	46,739 +6,810	+17%	+$173K	0.79%	17
2024 Q1	$989K	Buy	+39,929	New	+$957K	0.66%	27

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

Bullock Wealth Management's DFAE Position: Q2 2026 in Review

Bullock Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 19% in Q2 2026, buying an estimated $423K and bringing the position to 67,109 shares worth $2.63M. The position accounts for 1.14% of the portfolio, ranked #15.

Bullock Wealth Management first reported a position in DFAE in Q1 2024 and has held it in 10 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Bullock Wealth Management held 67,109 shares of Dimensional Emerging Core Equity Market ETF worth $2.63M as of Q2 2026.
Bullock Wealth Management bought 10,927 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $423K.
Dimensional Emerging Core Equity Market ETF made up 1.14% of Bullock Wealth Management's portfolio in Q2 2026, its #15 holding.
Bullock Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.