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

Clearstead 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 		$27.6M Buy
686,310
+6,569
+1% +$254K 0.26% 82
2026
Q1 		$23M Buy
679,741
+4,108
+0.6% +$144K 0.21% 96
2025
Q4 		$22M Buy
675,633
+5,517
+0.8% +$178K 0.28% 76
2025
Q3 		$21.1M Buy
670,116
+739
+0.1% +$22.3K 0.28% 77
2025
Q2 		$19.4M Buy
669,377
+2,275
+0.3% +$61.1K 0.27% 85
2025
Q1 		$17.3M Buy
667,102
+69,041
+12% +$1.79M 0.27% 86
2024
Q4 		$15.2M Buy
598,061
+41,122
+7% +$1.09M 0.23% 94
2024
Q3 		$15.3M Buy
556,939
+46,648
+9% +$1.22M 0.24% 89
2024
Q2 		$13.2M Buy
510,291
+503,807
+7,770% +$12.8M 0.23% 93
2024
Q1 		$166K Buy
6,484
+314
+5% +$7.53K 0.01% 499
2023
Q4 		$149K Buy
6,170
+300
+5% +$6.86K 0.01% 504
2023
Q3 		$132K Buy
5,870
+1,286
+28% +$30.3K 0.01% 495
2023
Q2 		$108K Buy
4,584
+1,320
+40% +$30.5K 0.01% 558
2023
Q1 		$75.1K Buy
3,264
+1,087
+50% +$25K 0.01% 567
2022
Q4 		$47.8K Buy
+2,177
New +$46.3K ﹤0.01% 628

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

Clearstead Advisors's DFAE Position: Q2 2026 in Review

Clearstead Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.97% in Q2 2026, buying an estimated $254K and bringing the position to 686,310 shares worth $27.6M. The position accounts for 0.26% of the portfolio, ranked #82.

Clearstead Advisors first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Clearstead Advisors held 686,310 shares of Dimensional Emerging Core Equity Market ETF worth $27.6M as of Q2 2026.
  • Clearstead Advisors bought 6,569 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $254K.
  • Dimensional Emerging Core Equity Market ETF made up 0.26% of Clearstead Advisors's portfolio in Q2 2026, its #82 holding.
  • Clearstead Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.