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

Evoke Wealth’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 		– Sell
-2,129,704
Closed -$72.1M – 149
2026
Q1 		$72.1M Buy
2,129,704
+109,979
+5% +$3.85M 1.3% 21
2025
Q4 		$65.8M Buy
2,019,725
+156,291
+8% +$5.03M 1.23% 23
2025
Q3 		$58.8M Buy
1,863,434
+99,007
+6% +$2.98M 1.19% 25
2025
Q2 		$51.1M Buy
1,764,427
+165,808
+10% +$4.45M 1.17% 25
2025
Q1 		$41.4M Buy
1,598,619
+262,260
+20% +$6.81M 1.08% 26
2024
Q4 		$33.9M Buy
1,336,359
+31,015
+2% +$821K 0.94% 28
2024
Q3 		$35.8M Buy
+1,305,344
New +$34M 0.97% 27
2024
Q2 		– Sell
-1,207,416
Closed -$29.8M – 173
2024
Q1 		$29.8M Buy
+1,207,416
New +$28.9M 0.88% 29
2023
Q4 		– Sell
-1,205,295
Closed -$27.2M – 155
2023
Q3 		$27.2M Sell
1,205,295
-7,246
-0.6% -$171K 0.96% 23
2023
Q2 		$28.4M Buy
1,212,541
+21,936
+2% +$507K 0.99% 23
2023
Q1 		$27.4M Sell
1,190,605
-16,905
-1% -$390K 1% 23
2022
Q4 		$26.5M Buy
1,207,510
+61,537
+5% +$1.31M 0.96% 24
2022
Q3 		$23M Buy
1,145,973
+7,292
+0.6% +$165K 0.93% 22
2022
Q2 		$26.4M Buy
1,138,681
+171,566
+18% +$4.2M 0.98% 21
2022
Q1 		$25.4M Buy
967,115
+117,090
+14% +$3.14M 0.83% 25
2021
Q4 		$23.3M Buy
850,025
+251,440
+42% +$6.91M 0.73% 25
2021
Q3 		$16.3M Buy
598,585
+77,001
+15% +$2.17M 0.61% 22
2021
Q2 		$15.5M Buy
521,584
+214,949
+70% +$6.24M 0.59% 25
2021
Q1 		$8.61M Buy
306,635
+229,069
+295% +$6.51M 0.39% 35
2020
Q4 		$2.08M Buy
+77,566
New +$2.03M 0.14% 49

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

Evoke Wealth's DFAE Position: Q2 2026 in Review

Evoke Wealth sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026, closing a stake of 2,129,704 shares — an estimated $72.1M sold.

Evoke Wealth first reported a position in DFAE in Q4 2020 and held it in 20 quarters. The position peaked at $72.1M in Q1 2026. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Evoke Wealth reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,129,704 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $72.1M.
  • Evoke Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2020 and held it in 20 quarters.
  • Evoke Wealth's Dimensional Emerging Core Equity Market ETF position peaked at $72.1M in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.