FFA
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Farther Finance Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Farther Finance 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
Q1 		$10.4M Buy
305,373
+144,424
+90% +$5.05M 0.1% 184
2025
Q4 		$5.24M Buy
160,949
+24,512
+18% +$789K 0.06% 298
2025
Q3 		$4.3M Buy
136,437
+71,376
+110% +$2.15M 0.07% 252
2025
Q2 		$1.88M Sell
65,061
-880
-1% -$23.6K 0.04% 379
2025
Q1 		$1.72M Buy
65,941
+37,903
+135% +$984K 0.04% 342
2024
Q4 		$711K Sell
28,038
-22,594
-45% -$598K 0.03% 477
2024
Q3 		$1.39M Buy
50,632
+29,409
+139% +$767K 0.05% 270
2024
Q2 		$550K Sell
21,223
-311
-1% -$7.88K 0.03% 451
2024
Q1 		$533K Buy
21,534
+82
+0.4% +$1.97K 0.03% 380
2023
Q4 		$517K Buy
21,452
+20,820
+3,294% +$476K 0.04% 341
2023
Q3 		$14.3K Buy
632
+629
+20,967% +$14.8K ﹤0.01% 1182
2023
Q2 		$70 Sell
3
-3,050
-100% -$70.5K ﹤0.01% 2448
2023
Q1 		$70.3K Buy
3,053
+2,849
+1,397% +$65.7K 0.02% 510
2022
Q4 		$4.48K Buy
+204
New +$4.34K ﹤0.01% 1213

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return