Crown Wealth Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Crown Wealth Group’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 Q3	$3.26M	Sell	83,049 -29,500	-26%	-$1.15M	0.81%	23
2026 Q2	$4.53M	Buy	112,549 +5,100	+5%	+$197K	1.15%	19
2026 Q1	$3.64M	Buy	+107,449	New	+$3.76M	1.07%	22
2022 Q1	–	Sell	-63,067	Closed	-$1.73M	–	100
2021 Q4	$1.73M	Buy	+63,067	New	+$1.73M	1.6%	13

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Crown Wealth Group's DFAE Position: Q3 2026 in Review

Crown Wealth Group reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 26% in Q3 2026, selling an estimated $1.15M and leaving 83,049 shares worth $3.26M. The position accounts for 0.81% of the portfolio, ranked #23.

Crown Wealth Group first reported a position in DFAE in Q4 2021 and has held it in 4 quarters since. The position peaked at $4.53M in Q2 2026. 322 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Crown Wealth Group held 83,049 shares of Dimensional Emerging Core Equity Market ETF worth $3.26M as of Q3 2026.
Crown Wealth Group sold 29,500 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $1.15M.
Dimensional Emerging Core Equity Market ETF made up 0.81% of Crown Wealth Group's portfolio in Q3 2026, its #23 holding.
Crown Wealth Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 4 quarters since.
Crown Wealth Group's Dimensional Emerging Core Equity Market ETF position peaked at $4.53M in Q2 2026.
322 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.