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

Fiduciary Financial Group’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	$32.5M	Buy	808,884 +43,084	+6%	+$1.67M	3.69%	6
2026 Q1	$25.9M	Buy	765,800 +51,992	+7%	+$1.82M	3.44%	8
2025 Q4	$23.2M	Buy	713,808 +46,987	+7%	+$1.51M	3.28%	8
2025 Q3	$21M	Buy	666,821 +33,874	+5%	+$1.02M	3.32%	8
2025 Q2	$18.4M	Buy	632,947 +37,993	+6%	+$1.02M	3.32%	8
2025 Q1	$14.3M	Buy	594,954 +5,517	+0.9%	+$143K	3.12%	8
2024 Q4	$14.6M	Buy	589,437 +16,644	+3%	+$440K	3.18%	8
2024 Q3	$15.7M	Buy	572,793 +48,807	+9%	+$1.27M	3.61%	7
2024 Q2	$14.1M	Buy	+523,986	New	+$13.3M	3.39%	7

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

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Fiduciary Financial Group's DFAE Position: Q2 2026 in Review

Fiduciary Financial Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.6% in Q2 2026, buying an estimated $1.67M and bringing the position to 808,884 shares worth $32.5M. The position accounts for 3.69% of the portfolio, ranked #6.

Fiduciary Financial Group first reported a position in DFAE in Q2 2024 and has held it in 9 quarters since. 365 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Fiduciary Financial Group held 808,884 shares of Dimensional Emerging Core Equity Market ETF worth $32.5M as of Q2 2026.
Fiduciary Financial Group bought 43,084 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.67M.
Dimensional Emerging Core Equity Market ETF made up 3.69% of Fiduciary Financial Group's portfolio in Q2 2026, its #6 holding.
Fiduciary Financial Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
365 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.