Commonwealth Equity Services
DFAE icon

Commonwealth Equity Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Commonwealth Equity Services’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 		$27.3M Buy
806,633
+44,432
+6% +$1.55M 0.04% 456
2025
Q4 		$24.8M Buy
762,201
+75,026
+11% +$2.41M 0.03% 491
2025
Q3 		$21.7M Buy
687,175
+81,107
+13% +$2.44M 0.03% 541
2025
Q2 		$17.5M Buy
606,068
+4,393
+0.7% +$118K 0.02% 629
2025
Q1 		$15.6M Buy
601,675
+233,874
+64% +$6.07M 0.02% 661
2024
Q4 		$9.33M Buy
367,801
+71,911
+24% +$1.9M 0.01% 867
2024
Q3 		$8.11M Sell
295,890
-5,641
-2% -$147K 0.01% 938
2024
Q2 		$7.8M Sell
301,531
-3,772
-1% -$95.6K 0.01% 928
2024
Q1 		$7.55M Sell
305,303
-311,715
-51% -$7.47M 0.01% 931
2023
Q4 		$14.9M Buy
617,018
+49,368
+9% +$1.13M 0.03% 557
2023
Q3 		$12.8M Buy
567,650
+87,701
+18% +$2.07M 0.03% 576
2023
Q2 		$11.3M Buy
479,949
+52,318
+12% +$1.21M 0.02% 626
2023
Q1 		$9.84K Buy
427,631
+75,861
+22% +$1.75M 0.02% 676
2022
Q4 		$7.72M Buy
351,770
+10,342
+3% +$220K 0.02% 752
2022
Q3 		$6.86M Sell
341,428
-228,134
-40% -$5.15M 0.02% 751
2022
Q2 		$13.2M Buy
569,562
+60,170
+12% +$1.47M 0.03% 471
2022
Q1 		$13.4M Buy
509,392
+131,626
+35% +$3.53M 0.03% 505
2021
Q4 		$10.3M Buy
377,766
+315,906
+511% +$8.68M 0.02% 592
2021
Q3 		$1.69M Buy
61,860
+19,319
+45% +$545K ﹤0.01% 1544
2021
Q2 		$1.26M Buy
42,541
+18,422
+76% +$535K ﹤0.01% 1752
2021
Q1 		$677K Buy
+24,119
New +$686K ﹤0.01% 2084

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 $11.5B AUM 18.82% 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

Commonwealth Equity Services's DFAE Position: Q1 2026 in Review

Commonwealth Equity Services increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.8% in Q1 2026, buying an estimated $1.55M and bringing the position to 806,633 shares worth $27.3M. The position accounts for 0.04% of the portfolio, ranked #456.

Commonwealth Equity Services first reported a position in DFAE in Q1 2021 and has held it in 21 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Commonwealth Equity Services held 806,633 shares of Dimensional Emerging Core Equity Market ETF worth $27.3M as of Q1 2026.
  • Commonwealth Equity Services bought 44,432 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.55M.
  • Dimensional Emerging Core Equity Market ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q1 2026, its #456 holding.
  • Commonwealth Equity Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 21 quarters since.
  • 669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.