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Canopy Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Canopy Partners’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 		$479K Buy
11,912
+13
+0.1% +$503 0.14% 128
2026
Q1 		$403K Buy
11,899
+4
+0% +$140 0.14% 128
2025
Q4 		$387K Buy
11,895
+15
+0.1% +$483 0.13% 135
2025
Q3 		$375K Buy
11,880
+17
+0.1% +$512 0.13% 137
2025
Q2 		$343K Buy
11,863
+2,208
+23% +$59.3K 0.13% 135
2025
Q1 		$250K Sell
9,655
-3,492
-27% -$90.6K 0.1% 165
2024
Q4 		$334K Buy
13,147
+13
+0.1% +$344 0.13% 132
2024
Q3 		$360K Buy
13,134
+66
+0.5% +$1.72K 0.15% 126
2024
Q2 		$338K Sell
13,068
-102
-0.8% -$2.58K 0.16% 118
2024
Q1 		$326K Buy
+13,170
New +$316K 0.16% 119

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Canopy Partners's DFAE Position: Q2 2026 in Review

Canopy Partners increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.11% in Q2 2026, buying an estimated $503 and bringing the position to 11,912 shares worth $479K. The position accounts for 0.14% of the portfolio, ranked #128.

Canopy Partners first reported a position in DFAE in Q1 2024 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Canopy Partners held 11,912 shares of Dimensional Emerging Core Equity Market ETF worth $479K as of Q2 2026.
  • Canopy Partners bought 13 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $503.
  • Dimensional Emerging Core Equity Market ETF made up 0.14% of Canopy Partners's portfolio in Q2 2026, its #128 holding.
  • Canopy Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 246 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.