Discipline Wealth Solutions’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Discipline Wealth Solutions’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	$8.71M	Sell	221,584 -5,309	-2%	-$207K	0.76%	35
2026 Q2	$9.12M	Sell	226,893 -8,440	-4%	-$326K	0.8%	34
2026 Q1	$7.97M	Buy	235,333 +141,737	+151%	+$4.96M	0.84%	31
2025 Q4	$3.05M	Buy	93,596 +79,721	+575%	+$2.57M	0.57%	40
2025 Q3	$437K	Buy	+13,875	New	+$418K	0.12%	105

Other funds holding DFAE

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

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

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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Discipline Wealth Solutions's DFAE Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.3% in Q3 2026, selling an estimated $207K and leaving 221,584 shares worth $8.71M. The position accounts for 0.76% of the portfolio, ranked #35.

Discipline Wealth Solutions first reported a position in DFAE in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.12M in Q2 2026. 285 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Discipline Wealth Solutions held 221,584 shares of Dimensional Emerging Core Equity Market ETF worth $8.71M as of Q3 2026.
Discipline Wealth Solutions sold 5,309 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $207K.
Dimensional Emerging Core Equity Market ETF made up 0.76% of Discipline Wealth Solutions's portfolio in Q3 2026, its #35 holding.
Discipline Wealth Solutions first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 5 quarters since.
Discipline Wealth Solutions's Dimensional Emerging Core Equity Market ETF position peaked at $9.12M in Q2 2026.
285 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.