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Fiduciary Alliance’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Fiduciary Alliance’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
Q3 		$202K Sell
5,138
-93
-2% -$3.63K 0.02% 487
2026
Q2 		$210K Buy
+5,231
New +$202K 0.01% 516

Other funds holding DFAE

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Fiduciary Alliance's DFAE Position: Q3 2026 in Review

Fiduciary Alliance reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.8% in Q3 2026, selling an estimated $3.63K and leaving 5,138 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #487.

Fiduciary Alliance first reported a position in DFAE in Q2 2026 and has held it in 2 quarters since. The position peaked at $210K in Q2 2026. 89 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Fiduciary Alliance held 5,138 shares of Dimensional Emerging Core Equity Market ETF worth $202K as of Q3 2026.
  • Fiduciary Alliance sold 93 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $3.63K.
  • Dimensional Emerging Core Equity Market ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #487 holding.
  • Fiduciary Alliance first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2026 and has held it in 2 quarters since.
  • Fiduciary Alliance's Dimensional Emerging Core Equity Market ETF position peaked at $210K in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.