DI
DFAE icon

DDFG Inc’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

DDFG Inc’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 		$8.86M Buy
225,446
+7,175
+3% +$280K 1.74% 19
2026
Q2 		$8.78M Sell
218,271
-110,290
-34% -$4.27M 1.74% 19
2026
Q1 		$11.1M Sell
328,561
-23,158
-7% -$810K 2.4% 15
2025
Q4 		$11.5M Sell
351,719
-2,158
-0.6% -$69.4K 2.51% 13
2025
Q3 		$11.2M Sell
353,877
-14,683
-4% -$442K 2.58% 13
2025
Q2 		$10.7M Buy
368,560
+1,266
+0.3% +$34K 2.68% 15
2025
Q1 		$9.5M Sell
367,294
-110,955
-23% -$2.88M 2.64% 14
2024
Q4 		$12.1M Buy
478,249
+14,959
+3% +$396K 3.5% 11
2024
Q3 		$12.7M Buy
463,290
+142,120
+44% +$3.71M 3.63% 11
2024
Q2 		$8.31M Sell
321,170
-2,729
-0.8% -$69.2K 2.57% 13
2024
Q1 		$8.01M Sell
323,899
-84,146
-21% -$2.02M 2.54% 13
2023
Q4 		$9.8M Sell
408,045
-10,345
-2% -$236K 3.33% 12
2023
Q3 		$9.44M Buy
418,390
+3,228
+0.8% +$76.1K 3.48% 12
2023
Q2 		$9.7M Buy
415,162
+5,226
+1% +$121K 3.59% 12
2023
Q1 		$9.44M Buy
409,936
+4,130
+1% +$95.2K 3.67% 12
2022
Q4 		$8.91M Buy
+405,806
New +$8.64M 3.69% 12

Other funds holding DFAE

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

DDFG Inc's DFAE Position: Q3 2026 in Review

DDFG Inc increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.3% in Q3 2026, buying an estimated $280K and bringing the position to 225,446 shares worth $8.86M. The position accounts for 1.74% of the portfolio, ranked #19.

DDFG Inc first reported a position in DFAE in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.7M in Q3 2024. 363 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • DDFG Inc held 225,446 shares of Dimensional Emerging Core Equity Market ETF worth $8.86M as of Q3 2026.
  • DDFG Inc bought 7,175 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $280K.
  • Dimensional Emerging Core Equity Market ETF made up 1.74% of DDFG Inc's portfolio in Q3 2026, its #19 holding.
  • DDFG Inc first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's Dimensional Emerging Core Equity Market ETF position peaked at $12.7M in Q3 2024.
  • 363 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.