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

Dopkins 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	$2.8M	Buy	69,610 +49	+0.1%	+$1.9K	1.02%	22
2026 Q1	$2.36M	Sell	69,561 -874	-1%	-$30.6K	0.95%	24
2025 Q4	$2.29M	Sell	70,435 -1,177	-2%	-$37.9K	0.94%	24
2025 Q3	$2.26M	Sell	71,612 -3,048	-4%	-$91.8K	0.95%	24
2025 Q2	$2.16M	Sell	74,660 -757	-1%	-$20.3K	0.97%	24
2025 Q1	$1.95M	Buy	75,417 +8,291	+12%	+$215K	0.99%	25
2024 Q4	$1.7M	Buy	67,126 +55,690	+487%	+$1.47M	0.87%	24
2024 Q3	$313K	Sell	11,436 -1,650	-13%	-$43K	0.25%	43
2024 Q2	$339K	Sell	13,086 -242	-2%	-$6.13K	0.21%	55
2024 Q1	$329K	Buy	+13,328	New	+$319K	0.2%	56

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 $3.76B AUM 21.29% 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

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

Dopkins Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.07% in Q2 2026, buying an estimated $1.9K and bringing the position to 69,610 shares worth $2.8M. The position accounts for 1.02% of the portfolio, ranked #22.

Dopkins Wealth Management first reported a position in DFAE in Q1 2024 and has held it in 10 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Dopkins Wealth Management held 69,610 shares of Dimensional Emerging Core Equity Market ETF worth $2.8M as of Q2 2026.
Dopkins Wealth Management bought 49 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.9K.
Dimensional Emerging Core Equity Market ETF made up 1.02% of Dopkins Wealth Management's portfolio in Q2 2026, its #22 holding.
Dopkins Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.