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Cascade Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Cascade Wealth 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
Q1 		$678K Buy
16,852
+6
+0% +$210 0.3% 40
2025
Q4 		$605K Buy
16,846
+8
+0% +$257 0.28% 39
2025
Q3 		$551K Sell
16,838
-7,883
-32% -$237K 0.27% 39
2025
Q2 		$735K Buy
+24,721
New +$663K 0.42% 29

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cascade Wealth Advisors's DFAE Position: Q1 2026 in Review

Cascade Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.04% in Q1 2026, buying an estimated $210 and bringing the position to 16,852 shares worth $678K. The position accounts for 0.3% of the portfolio, ranked #40.

Cascade Wealth Advisors first reported a position in DFAE in Q2 2025 and has held it in 4 quarters since. The position peaked at $735K in Q2 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Cascade Wealth Advisors held 16,852 shares of Dimensional Emerging Core Equity Market ETF worth $678K as of Q1 2026.
  • Cascade Wealth Advisors bought 6 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $210.
  • Dimensional Emerging Core Equity Market ETF made up 0.3% of Cascade Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • Cascade Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Cascade Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $735K in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.