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C.M. Bidwell & Associates’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

C.M. Bidwell & Associates’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 		$312K Hold
9,222
– – 0.15% 86
2025
Q4 		$300K Hold
9,222
– – 0.14% 94
2025
Q3 		$291K Hold
9,222
– – 0.14% 96
2025
Q2 		$267K Hold
9,222
– – 0.14% 105
2025
Q1 		$239K Hold
9,222
– – 0.14% 110
2024
Q4 		$234K Sell
9,222
-227
-2% -$6.01K 0.14% 105
2024
Q3 		$259K Hold
9,449
– – 0.16% 102
2024
Q2 		$244K Sell
9,449
-459
-5% -$11.6K 0.16% 104
2024
Q1 		$245K Sell
9,908
-344
-3% -$8.24K 0.17% 107
2023
Q4 		$247K Sell
10,252
-3,135
-23% -$71.7K 0.18% 99
2023
Q3 		$302K Sell
13,387
-936
-7% -$22.1K 0.23% 73
2023
Q2 		$336K Hold
14,323
– – 0.25% 73
2023
Q1 		$330K Buy
14,323
+1,043
+8% +$24K 0.25% 65
2022
Q4 		$291K Sell
13,280
-3,546
-21% -$75.5K 0.23% 75
2022
Q3 		$338K Sell
16,826
-434
-3% -$9.79K 0.28% 57
2022
Q2 		$400K Buy
17,260
+2,663
+18% +$65.2K 0.32% 50
2022
Q1 		$383K Buy
14,597
+8,521
+140% +$228K 0.25% 64
2021
Q4 		$166K Sell
6,076
-7,110
-54% -$195K 0.1% 186
2021
Q3 		$359K Buy
13,186
+1,452
+12% +$41K 0.24% 67
2021
Q2 		$348K Buy
11,734
+10,857
+1,238% +$315K 0.23% 72
2021
Q1 		$25K Buy
877
+362
+70% +$10.3K 0.02% 337
2020
Q4 		$14K Buy
+515
New +$13.5K 0.01% 353

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 $10.6B AUM 34.1% 1-Year Est. Return

C.M. Bidwell & Associates's DFAE Position: Q1 2026 in Review

C.M. Bidwell & Associates held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q1 2026 at 9,222 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #86.

C.M. Bidwell & Associates first reported a position in DFAE in Q4 2020 and has held it in 22 quarters since. The position peaked at $400K in Q2 2022. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • C.M. Bidwell & Associates held 9,222 shares of Dimensional Emerging Core Equity Market ETF worth $312K as of Q1 2026.
  • C.M. Bidwell & Associates left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.15% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #86 holding.
  • C.M. Bidwell & Associates first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2020 and has held it in 22 quarters since.
  • C.M. Bidwell & Associates's Dimensional Emerging Core Equity Market ETF position peaked at $400K in Q2 2022.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.