DHJJ Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

DHJJ Financial Advisors’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	$1.04K	Hold	31	–	–	﹤0.01%	810
2025 Q4	$1K	Hold	31	–	–	﹤0.01%	780
2025 Q3	$969	Hold	31	–	–	﹤0.01%	766
2025 Q2	$890	Hold	31	–	–	﹤0.01%	749
2025 Q1	$796	Hold	31	–	–	﹤0.01%	713
2024 Q4	$780	Hold	31	–	–	﹤0.01%	681
2024 Q3	$843	Hold	31	–	–	﹤0.01%	659
2024 Q2	$795	Hold	31	–	–	﹤0.01%	620
2024 Q1	$760	Hold	31	–	–	﹤0.01%	610
2023 Q4	$741	Sell	31 -200	-87%	-$4.57K	﹤0.01%	598
2023 Q3	$5.21K	Buy	+231	New	+$5.45K	﹤0.01%	489

Other funds holding DFAE

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return