DWR Wealth Management
DFAE icon

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

DWR 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
Q3 		$9.49M Buy
239,372
+16,507
+7% +$644K 6.58% 5
2026
Q2 		$8.84M Buy
222,865
+14,832
+7% +$574K 6.61% 5
2026
Q1 		$6.8M Buy
208,033
+33,967
+20% +$1.19M 5.92% 5
2025
Q4 		$5.68M Buy
+174,066
New +$5.6M 5.28% 6

Other funds holding DFAE

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Washington Trust Bank
Washington Trust Bank Spokane, Washington $1.44B AUM 19.8% 1-Year Est. Return

DWR Wealth Management's DFAE Position: Q3 2026 in Review

DWR Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.4% in Q3 2026, buying an estimated $644K and bringing the position to 239,372 shares worth $9.49M. The position accounts for 6.58% of the portfolio, ranked #5.

DWR Wealth Management first reported a position in DFAE in Q4 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • DWR Wealth Management held 239,372 shares of Dimensional Emerging Core Equity Market ETF worth $9.49M as of Q3 2026.
  • DWR Wealth Management bought 16,507 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $644K.
  • Dimensional Emerging Core Equity Market ETF made up 6.58% of DWR Wealth Management's portfolio in Q3 2026, its #5 holding.
  • DWR Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.