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 Q2	$655K	Buy	16,877 +25	+0.1%	+$967	0.26%	43
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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cascade Wealth Advisors's DFAE Position: Q2 2026 in Review

Cascade Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.15% in Q2 2026, buying an estimated $967 and bringing the position to 16,877 shares worth $655K. The position accounts for 0.26% of the portfolio, ranked #43.

Cascade Wealth Advisors first reported a position in DFAE in Q2 2025 and has held it in 5 quarters since. The position peaked at $735K in Q2 2025. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Cascade Wealth Advisors held 16,877 shares of Dimensional Emerging Core Equity Market ETF worth $655K as of Q2 2026.
Cascade Wealth Advisors bought 25 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $967.
Dimensional Emerging Core Equity Market ETF made up 0.26% of Cascade Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Cascade Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
Cascade Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $735K in Q2 2025.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.