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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
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 Sell
6,170
-5,570
-47% -$127K 0.01% 504
2023
Q3 		$265K Buy
11,740
+7,156
+156% +$169K 0.01% 507
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 $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 $8.89B AUM 25.87% 1-Year Est. Return

Clearstead Advisors's DFAE Position: Q1 2026 in Review

Clearstead Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.61% in Q1 2026, buying an estimated $144K and bringing the position to 679,741 shares worth $23M. The position accounts for 0.21% of the portfolio, ranked #96.

Clearstead Advisors first reported a position in DFAE in Q4 2022 and has held it in 14 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Clearstead Advisors held 679,741 shares of Dimensional Emerging Core Equity Market ETF worth $23M as of Q1 2026.
  • Clearstead Advisors bought 4,108 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $144K.
  • Dimensional Emerging Core Equity Market ETF made up 0.21% of Clearstead Advisors's portfolio in Q1 2026, its #96 holding.
  • Clearstead Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.