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

Daner Wealth Management’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	$4.77M	Buy	121,079 +1,819	+2%	+$70.4K	2.59%	11
2026 Q1	$4.65M	Buy	119,260 +2,299	+2%	+$80.4K	2.73%	11
2025 Q4	$4.21M	Sell	116,961 -1,345	-1%	-$43.3K	2.58%	11
2025 Q3	$3.79M	Buy	118,306 +584	+0.5%	+$17.6K	2.46%	11
2025 Q2	$3.54M	Buy	+117,722	New	+$3.16M	2.44%	11
2024 Q4	$3.21M	Buy	+123,997	New	+$3.28M	2.35%	12

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

Daner Wealth Management's DFAE Position: Q2 2026 in Review

Daner Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.5% in Q2 2026, buying an estimated $70.4K and bringing the position to 121,079 shares worth $4.77M. The position accounts for 2.59% of the portfolio, ranked #11.

Daner Wealth Management first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Daner Wealth Management held 121,079 shares of Dimensional Emerging Core Equity Market ETF worth $4.77M as of Q2 2026.
Daner Wealth Management bought 1,819 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $70.4K.
Dimensional Emerging Core Equity Market ETF made up 2.59% of Daner Wealth Management's portfolio in Q2 2026, its #11 holding.
Daner Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.