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

Curio Wealth’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	$6.85M	Sell	170,344 -4,127	-2%	-$160K	2.13%	11
2026 Q1	$5.91M	Sell	174,471 -5,497	-3%	-$192K	2.02%	12
2025 Q4	$5.84M	Buy	179,968 +6,381	+4%	+$205K	2.07%	11
2025 Q3	$5.47M	Sell	173,587 -3,741	-2%	-$113K	2.25%	11
2025 Q2	$5.13M	Buy	177,328 +177,000	+53,963%	+$4.75M	2.25%	10
2025 Q1	$4.87M	Sell	328 -190,648	-100%	-$4.95M	2.54%	8
2024 Q4	$4.85M	Buy	+190,976	New	+$5.05M	2.61%	7

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Curio Wealth's DFAE Position: Q2 2026 in Review

Curio Wealth reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.4% in Q2 2026, selling an estimated $160K and leaving 170,344 shares worth $6.85M. The position accounts for 2.13% of the portfolio, ranked #11.

Curio Wealth first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Curio Wealth held 170,344 shares of Dimensional Emerging Core Equity Market ETF worth $6.85M as of Q2 2026.
Curio Wealth sold 4,127 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $160K.
Dimensional Emerging Core Equity Market ETF made up 2.13% of Curio Wealth's portfolio in Q2 2026, its #11 holding.
Curio Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.