BH
DFAE icon

Burk Holdings’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Burk Holdings’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 		$3.17M Buy
93,510
+3,720
+4% +$130K 1.36% 21
2025
Q4 		$2.92M Buy
89,790
+5,794
+7% +$186K 1.39% 21
2025
Q3 		$2.65M Buy
83,996
+4,206
+5% +$127K 1.41% 22
2025
Q2 		$2.31M Sell
79,790
-1,629
-2% -$43.7K 1.45% 21
2025
Q1 		$2.11M Buy
81,419
+16,277
+25% +$422K 1.59% 20
2024
Q4 		$1.65M Buy
+65,142
New +$1.72M 1.34% 21

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

Burk Holdings's DFAE Position: Q1 2026 in Review

Burk Holdings increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.1% in Q1 2026, buying an estimated $130K and bringing the position to 93,510 shares worth $3.17M. The position accounts for 1.36% of the portfolio, ranked #21.

Burk Holdings first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Burk Holdings held 93,510 shares of Dimensional Emerging Core Equity Market ETF worth $3.17M as of Q1 2026.
  • Burk Holdings bought 3,720 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $130K.
  • Dimensional Emerging Core Equity Market ETF made up 1.36% of Burk Holdings's portfolio in Q1 2026, its #21 holding.
  • Burk Holdings first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.