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 Q2	$9.79M	Sell	260,988 -4,933	-2%	-$191K	0.16%	135
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 $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Diversify Wealth Management's DFAE Position: Q2 2026 in Review

Diversify Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.9% in Q2 2026, selling an estimated $191K and leaving 260,988 shares worth $9.79M. The position accounts for 0.16% of the portfolio, ranked #135.

Diversify Wealth Management first reported a position in DFAE in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.93M in Q1 2026. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Diversify Wealth Management held 260,988 shares of Dimensional Emerging Core Equity Market ETF worth $9.79M as of Q2 2026.
Diversify Wealth Management sold 4,933 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $191K.
Dimensional Emerging Core Equity Market ETF made up 0.16% of Diversify Wealth Management's portfolio in Q2 2026, its #135 holding.
Diversify Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $9.93M in Q1 2026.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.