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 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

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

Delap Wealth Advisory's DFAE Position: Q2 2026 in Review

Delap Wealth Advisory held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 14,181 shares worth $570K. The position accounts for 0.19% of the portfolio, ranked #56.

Delap Wealth Advisory first reported a position in DFAE in Q2 2025 and has held it in 5 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Delap Wealth Advisory held 14,181 shares of Dimensional Emerging Core Equity Market ETF worth $570K as of Q2 2026.
Delap Wealth Advisory left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.19% of Delap Wealth Advisory's portfolio in Q2 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 5 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.