Diversify Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Diversify Wealth Management’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	$9.93M	Buy	265,921 +17,899	+7%	+$626K	0.18%	125
2025 Q4	$8.45M	Sell	248,022 -13,033	-5%	-$419K	0.39%	57
2025 Q3	$8.58M	Sell	261,055 -28,312	-10%	-$853K	0.5%	42
2025 Q2	$8.7M	Sell	289,367 -32,374	-10%	-$869K	0.54%	36
2025 Q1	$8.35M	Sell	321,741 -23,504	-7%	-$610K	0.62%	30
2024 Q4	$8.57M	Buy	345,245 +6,421	+2%	+$170K	0.67%	31
2024 Q3	$9.1M	Buy	338,824 +8,816	+3%	+$230K	0.88%	21
2024 Q2	$8.07M	Buy	+330,008	New	+$8.36M	1%	17

Other funds holding DFAE

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

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 Wealth Management's DFAE Position: Q1 2026 in Review

Diversify Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.2% in Q1 2026, buying an estimated $626K and bringing the position to 265,921 shares worth $9.93M. The position accounts for 0.18% of the portfolio, ranked #125.

Diversify Wealth Management first reported a position in DFAE in Q2 2024 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Diversify Wealth Management held 265,921 shares of Dimensional Emerging Core Equity Market ETF worth $9.93M as of Q1 2026.
Diversify Wealth Management bought 17,899 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $626K.
Dimensional Emerging Core Equity Market ETF made up 0.18% of Diversify Wealth Management's portfolio in Q1 2026, its #125 holding.
Diversify Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and has held it in 8 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.