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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
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 $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 $564B 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