Eldridge Investment Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Eldridge Investment 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
2026 Q1	$1.32M	Buy	38,968 +23,293	+149%	+$814K	0.29%	57
2025 Q4	$511K	Buy	+15,675	New	+$504K	0.11%	108
2023 Q2	–	Sell	-15,115	Closed	-$348K	–	144
2023 Q1	$348K	Buy	15,115 +144	+1%	+$3.32K	0.12%	105
2022 Q4	$329K	Buy	+14,971	New	+$319K	0.12%	101

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 $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Eldridge Investment Advisors's DFAE Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 149% in Q1 2026, buying an estimated $814K and bringing the position to 38,968 shares worth $1.32M. The position accounts for 0.29% of the portfolio, ranked #57.

Eldridge Investment Advisors first reported a position in DFAE in Q4 2022 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Eldridge Investment Advisors held 38,968 shares of Dimensional Emerging Core Equity Market ETF worth $1.32M as of Q1 2026.
Eldridge Investment Advisors bought 23,293 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $814K.
Dimensional Emerging Core Equity Market ETF made up 0.29% of Eldridge Investment Advisors's portfolio in Q1 2026, its #57 holding.
Eldridge Investment Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 4 quarters since.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.