CVA Family Office’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

CVA Family Office’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	$3.63M	Buy	107,145 +53,335	+99%	+$1.86M	0.38%	50
2025 Q4	$1.75M	Buy	53,810 +720	+1%	+$23.2K	0.2%	69
2025 Q3	$1.67M	Buy	53,090 +64	+0.1%	+$1.93K	0.22%	74
2025 Q2	$1.54M	Sell	53,026 -475	-0.9%	-$12.7K	0.22%	78
2025 Q1	$1.39M	Buy	53,501 +4,135	+8%	+$107K	0.21%	78
2024 Q4	$1.25M	Sell	49,366 -8,614	-15%	-$228K	0.2%	78
2024 Q3	$1.59M	Buy	57,980 +3,578	+7%	+$93.3K	0.26%	68
2024 Q2	$1.41M	Sell	54,402 -55,208	-50%	-$1.4M	0.25%	66
2024 Q1	$2.71M	Sell	109,610 -17,213	-14%	-$413K	0.48%	43
2023 Q4	$3.06M	Sell	126,823 -7,098	-5%	-$162K	0.6%	39
2023 Q3	$3.02M	Sell	133,921 -1,990	-1%	-$46.9K	0.69%	35
2023 Q2	$3.19M	Buy	135,911 +6,590	+5%	+$152K	0.67%	33
2023 Q1	$2.98M	Buy	129,321 +179	+0.1%	+$4.13K	0.66%	34
2022 Q4	$2.83M	Sell	129,142 -29,923	-19%	-$637K	0.69%	34
2022 Q3	$3.2M	Sell	159,065 -111,845	-41%	-$2.52M	0.87%	32
2022 Q2	$6.27M	Buy	270,910 +219,780	+430%	+$5.38M	1.71%	12
2022 Q1	$1.34M	Buy	51,130 +24,316	+91%	+$652K	0.32%	52
2021 Q4	$734K	Buy	+26,814	New	+$736K	0.18%	82
2021 Q3	–	Sell	-19,618	Closed	-$581K	–	483
2021 Q2	$581K	Buy	19,618 +80	+0.4%	+$2.32K	0.17%	83
2021 Q1	$548K	Buy	+19,538	New	+$555K	0.21%	69

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

CVA Family Office's DFAE Position: Q1 2026 in Review

CVA Family Office increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 99% in Q1 2026, buying an estimated $1.86M and bringing the position to 107,145 shares worth $3.63M. The position accounts for 0.38% of the portfolio, ranked #50.

CVA Family Office first reported a position in DFAE in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.27M in Q2 2022. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

CVA Family Office held 107,145 shares of Dimensional Emerging Core Equity Market ETF worth $3.63M as of Q1 2026.
CVA Family Office bought 53,335 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.86M.
Dimensional Emerging Core Equity Market ETF made up 0.38% of CVA Family Office's portfolio in Q1 2026, its #50 holding.
CVA Family Office first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 20 quarters since.
CVA Family Office's Dimensional Emerging Core Equity Market ETF position peaked at $6.27M in Q2 2022.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.