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

Capital Performance Advisors’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 		$202K Buy
+5,012
New +$194K 0.01% 295
2026
Q1 		– Sell
-6,871
Closed -$224K – 483
2025
Q4 		$224K Sell
6,871
-7,437
-52% -$239K 0.02% 393
2025
Q3 		$451K Sell
14,308
-63
-0.4% -$1.9K 0.07% 147
2025
Q2 		$416K Buy
14,371
+1,925
+15% +$51.7K 0.08% 122
2025
Q1 		$322K Buy
12,446
+1,013
+9% +$26.3K 0.07% 152
2024
Q4 		$290K Buy
11,433
+1,032
+10% +$27.3K 0.09% 99
2024
Q3 		$285K Buy
+10,401
New +$271K 0.09% 81

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
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Capital Performance Advisors's DFAE Position: Q2 2026 in Review

Capital Performance Advisors opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 5,012 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in DFAE as recently as Q4 2025.

Capital Performance Advisors first reported a position in DFAE in Q3 2024 and has held it in 7 quarters since. The position peaked at $451K in Q3 2025. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Capital Performance Advisors held 5,012 shares of Dimensional Emerging Core Equity Market ETF worth $202K as of Q2 2026.
  • Dimensional Emerging Core Equity Market ETF was a new Capital Performance Advisors position in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #295 holding.
  • Capital Performance Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $451K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.