EP Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

EP Wealth 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 Q2	$20.1M	Buy	500,328 +55	+0%	+$2.13K	0.08%	182
2026 Q1	$16.9M	Sell	500,273 -6,709	-1%	-$235K	0.08%	155
2025 Q4	$16.5M	Buy	+506,982	New	+$16.3M	0.09%	151
2025 Q2	$8.54M	Sell	294,847 -64,862	-18%	-$1.74M	0.06%	201
2025 Q1	$9.31M	Sell	359,709 -141,511	-28%	-$3.67M	0.07%	154
2024 Q4	$12.7M	Sell	501,220 -545,150	-52%	-$14.4M	0.1%	129
2024 Q3	$28.7M	Sell	1,046,370 -167,082	-14%	-$4.36M	0.25%	82
2024 Q2	$31.4M	Buy	1,213,452 +1,199,876	+8,838%	+$30.4M	0.33%	68
2024 Q1	$336K	Sell	13,576 -2,766	-17%	-$66.3K	﹤0.01%	600
2023 Q4	$394K	Buy	16,342 +9,654	+144%	+$221K	0.01%	550
2023 Q3	$151K	Buy	+6,688	New	+$158K	﹤0.01%	696
2023 Q2	–	Sell	-1,105,874	Closed	-$28.2M	–	690
2023 Q1	$28.2M	Buy	+1,105,874	New	+$25.5M	0.48%	51

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

EP Wealth Advisors's DFAE Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.01% in Q2 2026, buying an estimated $2.13K and bringing the position to 500,328 shares worth $20.1M. The position accounts for 0.08% of the portfolio, ranked #182.

EP Wealth Advisors first reported a position in DFAE in Q1 2023 and has held it in 12 quarters since. The position peaked at $31.4M in Q2 2024. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

EP Wealth Advisors held 500,328 shares of Dimensional Emerging Core Equity Market ETF worth $20.1M as of Q2 2026.
EP Wealth Advisors bought 55 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $2.13K.
Dimensional Emerging Core Equity Market ETF made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #182 holding.
EP Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 12 quarters since.
EP Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $31.4M in Q2 2024.
714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.