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

Cahill 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
2025 Q1	$1.62M	Buy	62,651 +3,795	+6%	+$98.5K	0.83%	21
2024 Q4	$1.49M	Buy	58,856 +1,518	+3%	+$40.2K	0.76%	21
2024 Q3	$1.57M	Buy	57,338 +80	+0.1%	+$2.09K	0.81%	20
2024 Q2	$1.48M	Buy	57,258 +5,554	+11%	+$141K	0.88%	18
2024 Q1	$1.28M	Sell	51,704 -174	-0.3%	-$4.17K	0.74%	21
2023 Q4	$1.25M	Sell	51,878 -1,586	-3%	-$36.3K	0.84%	21
2023 Q3	$1.21M	Buy	53,464 +2,307	+5%	+$54.4K	0.93%	18
2023 Q2	$1.2M	Sell	51,157 -1,478	-3%	-$34.2K	0.83%	21
2023 Q1	$1.21M	Buy	52,635 +5,898	+13%	+$136K	0.89%	20
2022 Q4	$1.1M	Buy	+46,737	New	+$995K	0.8%	20
2022 Q2	–	Sell	-8,305	Closed	-$217K	–	43
2022 Q1	$217K	Buy	+8,305	New	+$223K	0.16%	38

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Cahill Wealth Management's DFAE Position: Q1 2025 in Review

Cahill Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 6.4% in Q1 2025, buying an estimated $98.5K and bringing the position to 62,651 shares worth $1.62M. The position accounts for 0.83% of the portfolio, ranked #21.

Cahill Wealth Management first reported a position in DFAE in Q1 2022 and has held it in 11 quarters since. 527 funds tracked by Wall St. Rank hold DFAE as of Q1 2025.

Cahill Wealth Management held 62,651 shares of Dimensional Emerging Core Equity Market ETF worth $1.62M as of Q1 2025.
Cahill Wealth Management bought 3,795 Dimensional Emerging Core Equity Market ETF shares in Q1 2025, an estimated $98.5K.
Dimensional Emerging Core Equity Market ETF made up 0.83% of Cahill Wealth Management's portfolio in Q1 2025, its #21 holding.
Cahill Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 11 quarters since.
527 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.