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

Capital A 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
Q2 		– Sell
-13
Closed -$337 – 535
2025
Q1 		$337 Buy
+13
New +$337 ﹤0.01% 657

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Capital A Wealth Management's DFAE Position: Q2 2025 in Review

Capital A Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2025, closing a stake of 13 shares — an estimated $337 sold.

Capital A Wealth Management first reported a position in DFAE in Q1 2025 and held it in 1 quarter. The position peaked at $337 in Q1 2025. 554 funds tracked by Wall St. Rank hold DFAE as of Q2 2025.

  • Capital A Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 13 Dimensional Emerging Core Equity Market ETF shares in Q2 2025, an estimated $337.
  • Capital A Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $337 in Q1 2025.
  • 554 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.