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Diversify Advisory Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Diversify Advisory Services’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 		– Sell
-33,381
Closed -$1.14M – 364
2025
Q4 		$1.14M Buy
+33,381
New +$1.07M 0.04% 361

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Diversify Advisory Services's DFAE Position: Q1 2026 in Review

Diversify Advisory Services sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2026, closing a stake of 33,381 shares — an estimated $1.14M sold.

Diversify Advisory Services first reported a position in DFAE in Q4 2025 and held it in 1 quarter. The position peaked at $1.14M in Q4 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Diversify Advisory Services reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 33,381 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.14M.
  • Diversify Advisory Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Dimensional Emerging Core Equity Market ETF position peaked at $1.14M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.