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 Q3	$557K	Hold	14,181	–	–	0.19%	54
2026 Q2	$570K	Hold	14,181	–	–	0.19%	56
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Delap Wealth Advisory's DFAE Position: Q3 2026 in Review

Delap Wealth Advisory held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q3 2026 at 14,181 shares worth $557K. The position accounts for 0.19% of the portfolio, ranked #54.

Delap Wealth Advisory first reported a position in DFAE in Q2 2025 and has held it in 6 quarters since. The position peaked at $570K in Q2 2026. 662 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Delap Wealth Advisory held 14,181 shares of Dimensional Emerging Core Equity Market ETF worth $557K as of Q3 2026.
Delap Wealth Advisory left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q3 2026.
Dimensional Emerging Core Equity Market ETF made up 0.19% of Delap Wealth Advisory's portfolio in Q3 2026, its #54 holding.
Delap Wealth Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 6 quarters since.
Delap Wealth Advisory's Dimensional Emerging Core Equity Market ETF position peaked at $570K in Q2 2026.
662 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.