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 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

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

CCA

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Crown Wealth Group's DFAE Position: Q2 2026 in Review

Crown Wealth Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.7% in Q2 2026, buying an estimated $197K and bringing the position to 112,549 shares worth $4.53M. The position accounts for 1.15% of the portfolio, ranked #19.

Crown Wealth Group first reported a position in DFAE in Q4 2021 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Crown Wealth Group held 112,549 shares of Dimensional Emerging Core Equity Market ETF worth $4.53M as of Q2 2026.
Crown Wealth Group bought 5,100 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $197K.
Dimensional Emerging Core Equity Market ETF made up 1.15% of Crown Wealth Group's portfolio in Q2 2026, its #19 holding.
Crown Wealth Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 3 quarters since.
359 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.