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

Evolve Private 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
-63,200
Closed -$2.14M – 1055
2026
Q1 		$2.14M Hold
63,200
– – 0.11% 175
2025
Q4 		$2.06M Buy
+63,200
New +$2.03M 0.12% 154

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

Evolve Private Wealth's DFAE Position: Q2 2026 in Review

Evolve Private Wealth sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026, closing a stake of 63,200 shares — an estimated $2.14M sold.

Evolve Private Wealth first reported a position in DFAE in Q4 2025 and held it in 2 quarters. The position peaked at $2.14M in Q1 2026. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Evolve Private Wealth reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 63,200 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $2.14M.
  • Evolve Private Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Dimensional Emerging Core Equity Market ETF position peaked at $2.14M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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