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Concord Wealth Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Concord Wealth Partners’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 		$458K Buy
11,398
+1,449
+15% +$56K 0.05% 157
2026
Q1 		$337K Buy
9,949
+875
+10% +$30.6K 0.04% 159
2025
Q4 		$296K Buy
9,074
+314
+4% +$10.1K 0.04% 166
2025
Q3 		$276K Buy
8,760
+484
+6% +$14.6K 0.04% 169
2025
Q2 		$240K Buy
8,276
+6,161
+291% +$165K 0.03% 184
2025
Q1 		$54.8K Buy
2,115
+4
+0.2% +$104 0.01% 306
2024
Q4 		$53.5K Buy
2,111
+12
+0.6% +$318 0.01% 321
2024
Q3 		$57.5K Buy
2,099
+20
+1% +$522 0.01% 318
2024
Q2 		$53.8K Buy
+2,079
New +$52.7K 0.01% 302
2022
Q3 		– Sell
-3,272
Closed -$76K – 379
2022
Q2 		$76K Buy
3,272
+18
+0.6% +$441 0.02% 301
2022
Q1 		$85K Buy
3,254
+1,227
+61% +$32.9K 0.02% 322
2021
Q4 		$55K Buy
+2,027
New +$55.7K 0.01% 437

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

Concord Wealth Partners's DFAE Position: Q2 2026 in Review

Concord Wealth Partners increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 15% in Q2 2026, buying an estimated $56K and bringing the position to 11,398 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #157.

Concord Wealth Partners first reported a position in DFAE in Q4 2021 and has held it in 12 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Concord Wealth Partners held 11,398 shares of Dimensional Emerging Core Equity Market ETF worth $458K as of Q2 2026.
  • Concord Wealth Partners bought 1,449 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $56K.
  • Dimensional Emerging Core Equity Market ETF made up 0.05% of Concord Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Concord Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 12 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.