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Everest Financial Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Everest Financial Group’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 		$1.37M Buy
34,146
+118
+0.3% +$4.56K 0.19% 76
2026
Q1 		$1.15M Buy
+34,028
New +$1.19M 0.19% 83

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Everest Financial Group's DFAE Position: Q2 2026 in Review

Everest Financial Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.35% in Q2 2026, buying an estimated $4.56K and bringing the position to 34,146 shares worth $1.37M. The position accounts for 0.19% of the portfolio, ranked #76.

Everest Financial Group first reported a position in DFAE in Q1 2026 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Everest Financial Group held 34,146 shares of Dimensional Emerging Core Equity Market ETF worth $1.37M as of Q2 2026.
  • Everest Financial Group bought 118 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $4.56K.
  • Dimensional Emerging Core Equity Market ETF made up 0.19% of Everest Financial Group's portfolio in Q2 2026, its #76 holding.
  • Everest Financial Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.