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Burton Enright Welch’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Burton Enright Welch’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 		$4.62M Sell
114,926
-1,402
-1% -$54.2K 0.54% 24
2026
Q1 		$3.94M Buy
116,328
+1,720
+2% +$60.1K 0.54% 22
2025
Q4 		$3.73M Sell
114,608
-757
-0.7% -$24.4K 0.53% 25
2025
Q3 		$3.64M Sell
115,365
-4,879
-4% -$147K 0.55% 25
2025
Q2 		$3.48M Buy
120,244
+4,491
+4% +$121K 0.6% 24
2025
Q1 		$3M Sell
115,753
-3,183
-3% -$82.6K 0.61% 22
2024
Q4 		$3.02M Buy
118,936
+1,147
+1% +$30.3K 0.63% 22
2024
Q3 		$3.23M Sell
117,789
-349
-0.3% -$9.1K 0.69% 21
2024
Q2 		$3.06M Sell
118,138
-447
-0.4% -$11.3K 0.7% 21
2024
Q1 		$2.93M Sell
118,585
-417
-0.4% -$9.99K 0.71% 21
2023
Q4 		$2.87M Buy
119,002
+16,402
+16% +$375K 0.77% 17
2023
Q3 		$2.32M Sell
102,600
-488
-0.5% -$11.5K 0.71% 19
2023
Q2 		$2.42M Sell
103,088
-741
-0.7% -$17.1K 0.75% 19
2023
Q1 		$2.39M Sell
103,829
-975
-0.9% -$22.5K 0.91% 18
2022
Q4 		$2.3M Buy
104,804
+32,725
+45% +$696K 0.96% 18
2022
Q3 		$1.45M Sell
72,079
-9,184
-11% -$207K 0.72% 22
2022
Q2 		$1.88M Sell
81,263
-107,931
-57% -$2.64M 1.13% 18
2022
Q1 		$4.96M Sell
189,194
-32,076
-14% -$860K 2.74% 9
2021
Q4 		$6.05M Buy
+221,270
New +$6.08M 4.05% 5

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

Burton Enright Welch's DFAE Position: Q2 2026 in Review

Burton Enright Welch reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.2% in Q2 2026, selling an estimated $54.2K and leaving 114,926 shares worth $4.62M. The position accounts for 0.54% of the portfolio, ranked #24.

Burton Enright Welch first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.05M in Q4 2021. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Burton Enright Welch held 114,926 shares of Dimensional Emerging Core Equity Market ETF worth $4.62M as of Q2 2026.
  • Burton Enright Welch sold 1,402 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $54.2K.
  • Dimensional Emerging Core Equity Market ETF made up 0.54% of Burton Enright Welch's portfolio in Q2 2026, its #24 holding.
  • Burton Enright Welch first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Dimensional Emerging Core Equity Market ETF position peaked at $6.05M in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.