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

Concurrent Investment 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	$806K	Buy	20,051 +5,784	+41%	+$224K	0.01%	1132
2026 Q1	$483K	Buy	14,267 +2,245	+19%	+$78.5K	0.01%	1228
2025 Q4	$392K	Buy	12,022 +4,901	+69%	+$158K	﹤0.01%	1254
2025 Q3	$225K	Buy	+7,121	New	+$215K	﹤0.01%	1291

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Concurrent Investment Advisors's DFAE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 41% in Q2 2026, buying an estimated $224K and bringing the position to 20,051 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #1132.

Concurrent Investment Advisors first reported a position in DFAE in Q3 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Concurrent Investment Advisors held 20,051 shares of Dimensional Emerging Core Equity Market ETF worth $806K as of Q2 2026.
Concurrent Investment Advisors bought 5,784 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $224K.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1132 holding.
Concurrent Investment Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
410 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.