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Disciplined Investments’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Disciplined Investments’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 		$12.1M Buy
299,702
+7,330
+3% +$284K 3.89% 5
2026
Q1 		$9.9M Buy
292,372
+11,330
+4% +$396K 3.55% 7
2025
Q4 		$9.15M Buy
281,042
+10,674
+4% +$344K 3.52% 7
2025
Q3 		$8.52M Buy
270,368
+4,406
+2% +$133K 3.39% 8
2025
Q2 		$7.7M Buy
265,962
+27,022
+11% +$725K 3.26% 7
2025
Q1 		$6.19M Buy
238,940
+45,376
+23% +$1.18M 2.84% 9
2024
Q4 		$4.91M Buy
193,564
+12,760
+7% +$338K 2.42% 13
2024
Q3 		$4.96M Buy
180,804
+21,099
+13% +$550K 2.45% 11
2024
Q2 		$4.13M Buy
159,705
+9,284
+6% +$235K 2.2% 13
2024
Q1 		$3.72M Buy
150,421
+20,032
+15% +$480K 2.03% 15
2023
Q4 		$3.14M Sell
130,389
-6,564
-5% -$150K 1.84% 16
2023
Q3 		$3.09M Buy
136,953
+4,026
+3% +$94.9K 1.88% 16
2023
Q2 		$3.12M Sell
132,927
-1,837
-1% -$42.5K 1.67% 19
2023
Q1 		$3.1M Buy
134,764
+18,785
+16% +$433K 1.31% 24
2022
Q4 		$2.55M Buy
115,979
+18,823
+19% +$401K 1.25% 26
2022
Q3 		$1.95M Sell
97,156
-4,847
-5% -$109K 0.9% 32
2022
Q2 		$2.36M Buy
102,003
+29,551
+41% +$724K 1.07% 29
2022
Q1 		$1.9M Buy
72,452
+58,300
+412% +$1.56M 0.79% 38
2021
Q4 		$387K Buy
14,152
+12,684
+864% +$348K 0.17% 95
2021
Q3 		$40K Buy
1,468
+1,416
+2,723% +$40K 0.02% 217
2021
Q2 		$2K Buy
+52
New +$1.51K ﹤0.01% 375

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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Disciplined Investments's DFAE Position: Q2 2026 in Review

Disciplined Investments increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.5% in Q2 2026, buying an estimated $284K and bringing the position to 299,702 shares worth $12.1M. The position accounts for 3.89% of the portfolio, ranked #5.

Disciplined Investments first reported a position in DFAE in Q2 2021 and has held it in 21 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Disciplined Investments held 299,702 shares of Dimensional Emerging Core Equity Market ETF worth $12.1M as of Q2 2026.
  • Disciplined Investments bought 7,330 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $284K.
  • Dimensional Emerging Core Equity Market ETF made up 3.89% of Disciplined Investments's portfolio in Q2 2026, its #5 holding.
  • Disciplined Investments first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.