EFA
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Edge Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Edge Financial Advisors’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
Q4 		$3.29M Buy
100,959
+5,591
+6% +$180K 1.38% 16
2025
Q3 		$3.01M Buy
95,368
+8,392
+10% +$253K 1.35% 16
2025
Q2 		$2.52M Buy
86,976
+13,692
+19% +$367K 1.33% 16
2025
Q1 		$1.9M Buy
+73,284
New +$1.9M 1.2% 17

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Edge Financial Advisors's DFAE Position: Q4 2025 in Review

Edge Financial Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.9% in Q4 2025, buying an estimated $180K and bringing the position to 100,959 shares worth $3.29M. The position accounts for 1.38% of the portfolio, ranked #16.

Edge Financial Advisors first reported a position in DFAE in Q1 2025 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

  • Edge Financial Advisors held 100,959 shares of Dimensional Emerging Core Equity Market ETF worth $3.29M as of Q4 2025.
  • Edge Financial Advisors bought 5,591 Dimensional Emerging Core Equity Market ETF shares in Q4 2025, an estimated $180K.
  • Dimensional Emerging Core Equity Market ETF made up 1.38% of Edge Financial Advisors's portfolio in Q4 2025, its #16 holding.
  • Edge Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and has held it in 4 quarters since.
  • 642 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.