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

Delap Wealth Advisory’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 		$480K Hold
14,181
– – 0.18% 56
2025
Q4 		$462K Hold
14,181
– – 0.18% 59
2025
Q3 		$451K Hold
14,181
– – 0.19% 53
2025
Q2 		$411K Buy
+14,181
New +$381K 0.2% 51

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Delap Wealth Advisory's DFAE Position: Q1 2026 in Review

Delap Wealth Advisory held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q1 2026 at 14,181 shares worth $480K. The position accounts for 0.18% of the portfolio, ranked #56.

Delap Wealth Advisory first reported a position in DFAE in Q2 2025 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Delap Wealth Advisory held 14,181 shares of Dimensional Emerging Core Equity Market ETF worth $480K as of Q1 2026.
  • Delap Wealth Advisory left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.18% of Delap Wealth Advisory's portfolio in Q1 2026, its #56 holding.
  • Delap Wealth Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.