CAL
DFAE icon

Capital Advisors Ltd’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Capital Advisors Ltd’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 		– Sell
-824
Closed -$27K – 1416
2025
Q4 		$27K Hold
824
– – ﹤0.01% 602
2025
Q3 		$26K Buy
+824
New +$24.8K ﹤0.01% 596

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
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Capital Advisors Ltd's DFAE Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2026, closing a stake of 824 shares — an estimated $27K sold.

Capital Advisors Ltd first reported a position in DFAE in Q3 2025 and held it in 2 quarters. The position peaked at $27K in Q4 2025. 673 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 824 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $27K.
  • Capital Advisors Ltd first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and held it in 2 quarters.
  • Capital Advisors Ltd's Dimensional Emerging Core Equity Market ETF position peaked at $27K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.