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

EverSource 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	$6.92M	Buy	171,979 +2,907	+2%	+$112K	0.23%	90
2026 Q1	$5.72M	Buy	169,072 +20,981	+14%	+$734K	0.17%	108
2025 Q4	$4.82M	Buy	148,091 +6,082	+4%	+$196K	0.18%	106
2025 Q3	$4.48M	Buy	142,009 +6,635	+5%	+$200K	0.18%	108
2025 Q2	$3.92M	Buy	135,374 +2,374	+2%	+$63.7K	0.18%	112
2025 Q1	$3.44M	Buy	133,000 +101,306	+320%	+$2.63M	0.19%	109
2024 Q4	$804K	Buy	31,694 +31,635	+53,619%	+$837K	0.05%	276
2024 Q3	$1.63K	Hold	59	–	–	﹤0.01%	2602
2024 Q2	$1.54K	Hold	59	–	–	﹤0.01%	2630
2024 Q1	$1.47K	Buy	59 +15	+34%	+$360	﹤0.01%	2467
2023 Q4	$1.06K	Buy	44 +1	+2%	+$23	﹤0.01%	2384
2023 Q3	$974	Buy	43 +4	+10%	+$94	﹤0.01%	2234
2023 Q2	$917	Buy	39 +21	+117%	+$486	﹤0.01%	2258
2023 Q1	$416	Buy	18 +9	+100%	+$207	﹤0.01%	2266
2022 Q4	$199	Buy	9 +3	+50%	+$64	﹤0.01%	2256
2022 Q3	$0	Sell	6 -679	-99%	-$15.3K	﹤0.01%	1996
2022 Q2	$15K	Buy	685 +683	+34,150%	+$16.7K	﹤0.01%	907
2022 Q1	$0	Buy	+2	New	+$54	﹤0.01%	1737

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

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

EverSource Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.7% in Q2 2026, buying an estimated $112K and bringing the position to 171,979 shares worth $6.92M. The position accounts for 0.23% of the portfolio, ranked #90.

EverSource Wealth Advisors first reported a position in DFAE in Q1 2022 and has held it in 18 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

EverSource Wealth Advisors held 171,979 shares of Dimensional Emerging Core Equity Market ETF worth $6.92M as of Q2 2026.
EverSource Wealth Advisors bought 2,907 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $112K.
Dimensional Emerging Core Equity Market ETF made up 0.23% of EverSource Wealth Advisors's portfolio in Q2 2026, its #90 holding.
EverSource Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.