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

Drive 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
2025
Q3 		– Sell
-7,873
Closed -$228K – 373
2025
Q2 		$228K Sell
7,873
-3,681
-32% -$98.8K 0.05% 290
2025
Q1 		$299K Sell
11,554
-215
-2% -$5.58K 0.07% 221
2024
Q4 		$299K Sell
11,769
-2,509
-18% -$66.4K 0.07% 216
2024
Q3 		$391K Sell
14,278
-6,438
-31% -$168K 0.1% 165
2024
Q2 		$536K Sell
20,716
-3,140
-13% -$79.6K 0.14% 122
2024
Q1 		$590K Sell
23,856
-3,503
-13% -$84K 0.17% 112
2023
Q4 		$660K Sell
27,359
-8,513
-24% -$195K 0.21% 95
2023
Q3 		$810K Sell
35,872
-9,420
-21% -$222K 0.3% 74
2023
Q2 		$1.06M Sell
45,292
-20,178
-31% -$467K 0.39% 58
2023
Q1 		$1.51M Buy
65,470
+15,234
+30% +$351K 0.63% 36
2022
Q4 		$1.1M Buy
50,236
+19,661
+64% +$418K 0.55% 43
2022
Q3 		$614K Buy
30,575
+18,669
+157% +$421K 0.58% 42
2022
Q2 		$276K Buy
+11,906
New +$292K 0.25% 118

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
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Drive Wealth Management's DFAE Position: Q3 2025 in Review

Drive Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q3 2025, closing a stake of 7,873 shares — an estimated $228K sold.

Drive Wealth Management first reported a position in DFAE in Q2 2022 and held it in 13 quarters. The position peaked at $1.51M in Q1 2023. 578 funds tracked by Wall St. Rank hold DFAE as of Q3 2025.

  • Drive Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q3 2025 after selling out during the quarter.
  • Drive Wealth Management sold 7,873 Dimensional Emerging Core Equity Market ETF shares in Q3 2025, an estimated $228K.
  • Drive Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and held it in 13 quarters.
  • Drive Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $1.51M in Q1 2023.
  • 578 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.