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Burney Company’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Burney Company’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 		$1.29M Sell
32,140
-570
-2% -$22K 0.03% 312
2026
Q1 		$1.11M Buy
32,710
+2,207
+7% +$77.2K 0.03% 310
2025
Q4 		$993K Buy
30,503
+1,898
+7% +$61.1K 0.03% 332
2025
Q3 		$902K Sell
28,605
-239
-0.8% -$7.2K 0.03% 330
2025
Q2 		$835K Buy
28,844
+20,068
+229% +$539K 0.03% 332
2025
Q1 		$227K Buy
8,776
+428
+5% +$11.1K 0.01% 541
2024
Q4 		$212K Sell
8,348
-28
-0.3% -$741 0.01% 565
2024
Q3 		$230K Buy
8,376
+416
+5% +$10.8K 0.01% 572
2024
Q2 		$206K Sell
7,960
-1,481
-16% -$37.5K 0.01% 576
2024
Q1 		$233K Sell
9,441
-3,244
-26% -$77.8K 0.01% 554
2023
Q4 		$306K Buy
12,685
+2,435
+24% +$55.7K 0.01% 496
2023
Q3 		$231K Sell
10,250
-3,711
-27% -$87.5K 0.01% 519
2023
Q2 		$328K Buy
13,961
+261
+2% +$6.04K 0.02% 476
2023
Q1 		$315K Buy
13,700
+59
+0.4% +$1.36K 0.02% 479
2022
Q4 		$299K Buy
13,641
+214
+2% +$4.55K 0.02% 479
2022
Q3 		$270K Sell
13,427
-431
-3% -$9.73K 0.01% 491
2022
Q2 		$321K Buy
13,858
+23
+0.2% +$563 0.02% 461
2022
Q1 		$363K Sell
13,835
-8,385
-38% -$225K 0.02% 468
2021
Q4 		$608K Buy
22,220
+820
+4% +$22.5K 0.03% 402
2021
Q3 		$583K Buy
21,400
+856
+4% +$24.2K 0.03% 396
2021
Q2 		$609K Hold
20,544
– – 0.03% 398
2021
Q1 		$577K Buy
+20,544
New +$584K 0.03% 387

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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Burney Company's DFAE Position: Q2 2026 in Review

Burney Company reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.7% in Q2 2026, selling an estimated $22K and leaving 32,140 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #312.

Burney Company first reported a position in DFAE in Q1 2021 and has held it in 22 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Burney Company held 32,140 shares of Dimensional Emerging Core Equity Market ETF worth $1.29M as of Q2 2026.
  • Burney Company sold 570 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $22K.
  • Dimensional Emerging Core Equity Market ETF made up 0.03% of Burney Company's portfolio in Q2 2026, its #312 holding.
  • Burney Company first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.